• Menu
  • Skip to right header navigation
  • Skip to main content
  • Skip to primary sidebar

DigiBanker

Bringing you cutting-edge new technologies and disruptive financial innovations.

  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In
  • Home
  • Pricing
  • Features
    • Overview Of Features
    • Search
    • Favorites
  • Share!
  • Log In

Charles Schwab to cut costs for some fund investors; cost-savings on ETFs will help it compete with other low-cost funds and the share split will make shares more affordable

June 10, 2025 //  by Finnovate

Charles Schwab’s asset-management unit said it will cut fees on four index exchange-traded funds and it announced another method to lower costs for investors—it is splitting shares (comparable to a stock split, so the funds will cost less per share) on six Schwab mutual funds. The moves may help Schwab attract more customer dollars as the cost-savings on ETFs will help it compete with other low-cost funds and the share split will make shares more affordable. The fee reductions, which will be effective June 10, are between 0.02 and 0.04 percentage points (or two and four basis points) for each fund. Schwab says the cuts will reduce the cost of all Schwab equity and fixed income market cap-weighted index ETFs to less than 10 basis points. A basis point is one one-hundredth of a percentage point. The operating expense ratio for the Schwab 1000 Index ETF will fall to 0.03% from 0.05%; Schwab International Equity ETF’s expense ratio will decrease to 0.03% from 0.06%; Schwab International Small-Cap Equity ETF’s expense ratio will drop to 0.08% from 0.11%; and Schwab Emerging Markets Equity ETF’s expense ratio will be reduced to 0.07% from 0.11%. The company’s cost-cutting moves come amid ongoing pressure on asset managers to reduce fees to attract investors’ dollars. Earlier this year, Vanguard unveiled sweeping fee cuts on dozens of funds. In that set of cuts, Vanguard lowered the expense ratio for the Vanguard S&P 500 Growth ETF, an index fund that owns growth stocks, to 0.07% from 0.10%, comparable to some of the Schwab cuts. “Today, we’re taking another important step in advancing our commitment to providing investors with low-cost, high-quality building blocks for a well-diversified portfolio,” says John Sturiale, head of product management and innovation at Schwab Asset Management. Schwab’s forward share splits will increase the number of shares outstanding for certain mutual funds and decrease the net asset value per share, potentially making the funds more accessible to investors. For example, the planned 10-for-one share split for the Schwab 1000 Index Fund will return it to a NAV more closely aligned to its initial share price of $10, according to Schwab. Shares of the fund currently trade around $129. The fund has a total expense ratio of 0.05%. The splits are scheduled to occur Aug. 15 and, in addition to the Schwab 100 Index Fund, include the following funds: Schwab U.S. Large-Cap Growth Index Fund, Schwab Total Stock Market Index Fund, Schwab S&P 500 Index Fund, Schwab U.S. Mid-Cap Index Fund, and Schwab U.S. Large-Cap Value Index Fund.

Read Article

Category: Members, Additional Reading

Previous Post: « Apple Wallet will soon be able to hold digital versions of passport and boarding passes; can be used in apps that need to verify age and identity
Next Post: Capital One to retain its existing Walmart credit card portfolio following an announcement from Synchrony and OnePay of a new credit card initiative set to launch this fall »

Copyright © 2025 Finnovate Research · All Rights Reserved · Privacy Policy
Finnovate Research · Knyvett House · Watermans Business Park · The Causeway Staines · TW18 3BA · United Kingdom · About · Contact Us · Tel: +44-20-3070-0188

We use cookies to provide the best website experience for you. If you continue to use this site we will assume that you are happy with it.