Schwab California Municipal Money Fund - Investor Shares (SWKXX) SWKXX exempts investors from state income tax, provided they reside in California, as it exclusively holds securities issued by the state and its various municipal agencies. This is especially beneficial for investors in high income br...
Schwab Municipal Money Fund - Ultra Shares Type: Mutual Funds Symbol: SWOXX Net Expense Ratio: 0.190% Summary Objective The fund’s goal is to seek the highest current income that is consistent with stability of capital and liquidity, and that is exempt from federal income tax. Highlights ...
Tax‐exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax‐exempt status (federal and in‐state) is obtained from third parties, and Charles Schwab & Co., Inc. does not guarantee its accuracy. Tax‐exempt income may be subject to th...
Fund details, performance, holdings, distributions and related documents for Schwab California Municipal Money Fund - Ultra Shares (SCAXX) | The fund’s goal is to seek the highest current income consistent with stability of capital and liquidity, and i
The investment seeks high current income exempt from federal and California personal income tax that is consistent with capital preservation. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories (rated AAA to BBB...
Schwab California Municipal Money Fund - Investor Shares Type:Mutual FundsSymbol:SWKXXNet Expense Ratio:0.340% Summary Objective The fund’s goal is to seek the highest current income consistent with stability of capital and liquidity, and is exempt from federal and California personal income tax....
By using a tax-deferred or tax-exempt account to invest in these assets, you can shelter their distributions from annual taxes, allowing the money to stay invested and continue generating potential returns until you're ready to withdraw it in retirement. ...
Fund details, performance, holdings, distributions and related documents for Schwab New York Municipal Money Fund - Investor Shares (SWYXX) | The fund's goal is to seek current income that is exempt from federal income and New York State and local income
Inc. It invests in the money markets of California. The fund primarily invests in municipal money market securities the interest from which is exempt from federal and California personal income tax. The Charles Schwab Family of Funds - Schwab California Municipal Money Fund was formed on November ...
It is anticipated that the interest on the variable-rate demand securities will be exempt from federal income tax, including the AMT. These securities are considered “municipal money market securities” for purposes of the fund’s 80% investment policy stated above. Many of the fund’s ...