September 20, 2014 10:35 PM ET

Capital Markets

Company Overview of Schwab Investments - Schwab Intermediate-Term Bond Fund

Company Overview

Schwab Investments - Schwab Intermediate-Term Bond Fund is an open-ended fixed income mutual fund launched by Charles Schwab & Co. Inc. It is managed by Charles Schwab Investment Management, Inc. The fund invests in the fixed income markets of the United States. It invests directly and through derivatives in investment grade fixed income instruments issued by the U.S. government, its agencies or instrumentalities, and U.S. companies and entities. The fund maintains a dollar- weighted average maturity between three years and ten years. It focuses on factors like projected interest rate movements, volatility forecasts, technical data, industry cycles, political events and the issuer’s financia...

211 Main Street

San Francisco, CA 94105

United States

Founded in 2007

Key Executives for Schwab Investments - Schwab Intermediate-Term Bond Fund

Chief Executive Officer and President
Age: 58
Principal Financial Officer and Treasurer
Chief Investment Officer of Equities & Fixed Income and Senior Vice President
Age: 51
Chief Legal Officer and Secretary
Age: 53
Portfolio Manager
Compensation as of Fiscal Year 2014.

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To contact Schwab Investments - Schwab Intermediate-Term Bond Fund, please visit www.schwabfunds.com/investmentStrategy.asp?view=bond&fund=intTermBondFund. Company data is provided by Capital IQ. Please use this form to report any data issues.

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