Charles Schwab

Last Updated on November 20, 2019

Investigation Complete

Attorneys working with ClassAction.org have finished their investigation into this matter.

Check back for any potential updates and take a look at our open investigations here. The information on this page is for reference only.

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At A Glance

This Alert Affects: Any retail investor who owns one or more funds through Charles Schwab's "Intelligent Portfolios" program.
What's Going On?: Attorneys working with ClassAction.org have reason to believe these investors may be getting charged excessive fees.

Attorneys working with ClassAction.org are investigating whether a lawsuit can be filed on behalf of investors who own one or more funds through Charles Schwab’s “Intelligent Portfolios” program. They're looking into whether these people are getting charged excessive fees in connection with their investment portfolios. Before the attorneys can take action, however, they need to speak with a few people who invested in funds through the “Intelligent Portfolios” program to learn more about what’s going on.

What Funds Are Believed To Be Affected?

Attorneys are investigating whether excessive fees were charged in connection with the following exchange-traded funds (ETFs):

Market-Cap Index ETFs
- Domestic Equity ETFs
  - Multi-Cap Core (SCHB)
  - Large-Cap Core (SCHX)
  - Large-Cap Growth (SCHG)
  - Large-Cap Value (SCHV)
  - Equity Income (SCHD)
  - Mid-Cap Core (SCHM)
  - Small-Cap Core (SCHA)
  - Real Estate (SCHH)
- Bond ETFs
  - Core Bond (SCHZ)
  - Inflated Protected Bond (SCHP)
  - Short Term U.S. Treasury (SCHO)
  - General U.S. Treasury (SCHR)
- International Equity ETFs
  - International Multi-Cap Core (SCHF)
  - International Small/Mid-Cap Core (SCHC)
  - Emerging Markets (SCHE)
Fundamental Index ETFs
- Domestic Equities
  - Schwab Fundamental U.S. Broad Market Index ETF (FNDB)
  - Schwab Fundamental U.S. Large Company Index ETF (FNDX)
  - Schwab Fundamental U.S. Small Company Index ETF (FNDA)
- International Equities
  - Schwab Fundamental International Large Company Index ETF (FNDF)
  - Schwab Fundamental International Small Company Index ETF (FNDC)
  - Schwab Fundamental Emerging Markets Large Company Index ETF (FNDE)

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