SAN FRANCISCO, January 4, 2017 — Charles Schwab announced today that Schwab ETF OneSource™, the program that offers the most commission-free1 ETFs anywhere in the industry, is adding one new ETF provider – OppenheimerFunds – and twelve new ETFs to its lineup. With these additions, the program allows investors and advisors to buy and sell 228 ETFs covering 69 Morningstar Categories with $0 online commissions, no enrollment requirements and no early redemption fees – key differentiators for investors comparing Schwab ETF OneSource to other commission-free ETF offerings.

Beginning today, four of the Oppenheimer Revenue Weighted ETF strategies are available to Schwab clients with $0 online trade commissions. OppenheimerFunds joins fifteen other leading ETF providers that participate in the Schwab ETF OneSource program. They include: ALPS, Deutsche Asset Management, Direxion Investments, ETF Securities, Global X Funds, Guggenheim Investments, IndexIQ, John Hancock Investments, J.P. Morgan Asset Management, PIMCO, PowerShares, State Street SPDR® ETFs, USCF, WisdomTree and Charles Schwab Investment Management.

“Schwab ETF OneSource is growing in every way – we’ve added to both our provider and fund ranks in the last year, and continue to offer investors of all sizes the most choice when it comes to commission-free ETFs,” said Heather Fischer, Vice President of ETF Platform Management at Charles Schwab. “Our research indicates that investors and advisors are steadily allocating more of their portfolios to ETFs, and a broad selection of both ETF categories and ETF providers are critical criteria when evaluating ETFs that are available for zero commission online. Schwab ETF OneSource delivers on both, which explains the traction we’ve achieved in just four short years since launching the program.”

The new funds that are available effective today include:

Fund Name Ticker Morningstar Category
Deutsche X-trackers FTSE Developed Ex US Comprehensive Factor ETF DEEF Foreign Large Blend
Deutsche X-trackers Russell 1000 Comprehensive Factor ETF DEUS Mid-Cap Blend
Guggenheim BulletShares 2024 High Yield Corp Bond ETF BSJO High Yield Bond
Guggenheim BulletShares 2026 Corp Bond ETF BSCQ Corporate Bond
JPMorgan Diversified Return US Mid Cap Equity ETF JPME Mid-Cap Blend
Oppenheimer Large Cap Revenue ETF RWL Large Value
Oppenheimer Mid Cap Revenue ETF RWK Mid-Cap Value
Oppenheimer Small Cap Revenue ETF RWJ Small Blend
Oppenheimer Ultra Dividend Revenue ETF RDIV Large Value
SPDR® MSCI EAFE StrategicFactors ETF QEFA Foreign Large Blend
SPDR S&P® North American Natural Resources ETF NANR Natural Resources
WisdomTree CBOE S&P 500 Put Write Strategy ETF PUTW Option Writing

Schwab ETF OneSource Assets Grew by 34% in 20162

Assets in Schwab ETF OneSource reached $65.4 billion as of November 30, 2016, growing by 34% in 2016. November year-to-date flows into ETFs in the program are $11.8 billion, representing 53% of the total ETF flows at Schwab.

Notable additions to the program in 2016 range from welcoming two new providers – John Hancock Investments and Deutsche Asset Management – to strengthening the lineup of socially conscious funds with the addition of SPDR SSGA Gender Diversity ETF (SHE).

“In 2016 we expanded our product offering to meet ETF investor demands, including adding several new Morningstar categories,” said Fischer. “We continue to broaden investor access across several high-demand categories such as socially conscious funds, strategic beta funds, bond ETFs and currency-hedged products.”

The following funds were added to Schwab ETF OneSource since January 4, 2016:

Effective October 1, 2016
Fund Name Ticker Morningstar Category
IQ Enhanced Core Bond US ETF AGGE Intermediate-Term Bond
IQ Enhanced Core Plus Bond US ETF AGGP Intermediate-Term Bond
John Hancock Multifactor Consumer Staples ETF JHMS Consumer Defensive
John Hancock Multifactor Energy ETF JHME Equity Energy
John Hancock Multifactor Industrials ETF JHMI Industrials
John Hancock Multifactor Materials ETF JHMA Natural Resources
John Hancock Multifactor Utilities ETF JHMU Utilities
SPDR® Dorsey Wright Fixed Income Allocation ETF DWFI Long-Term Bond
SPDR® MSCI USA StrategicFactors ETF QUS Large Blend
SPDR® S&P 500 High Dividend ETF SPYD Large Value
SPDR® Wells Fargo Preferred Stock ETF PSK Preferred Stock

Effective July 1, 2016
Fund Name Ticker Morningstar Category
JPMorgan Diversified Return International Currency Hedged ETF JPIH Foreign Large Blend
SPDR® SSGA Gender Diversity ETF SHE Large Blend
WisdomTree Barclays US Aggregate Bond Enhanced Yield ETF AGGY Intermediate-Term Bond
WisdomTree Dynamic Currency Hedged International Equity ETF DDWM Foreign Large Value
WisdomTree Dynamic Long/Short US Equity ETF DYLS Long-Short Equity

Effective April 1, 2016
Fund Name Ticker Morningstar Category
JPMorgan Diversified Return Europe Equity ETF JPEU Europe Stock
JPMorgan Diversified Return US Equity ETF JPUS Large Blend
SPDR® Bloomberg Barclays Investment Grade Floating Rate ETF FLRN Short-Term Bond
SPDR® Dow Jones International Real Estate ETF RWX Global Real Estate
SPDR® S&P 500 Fossil Fuel Reserves Free ETF SPYX Large Blend

Effective January 4, 2016
Fund Name Ticker Morningstar Category
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETF RVNU Muni National Long
Deutsche X-trackers MSCI All World ex US Hedged Equity ETF DBAW Foreign Large Blend
Deutsche X-trackers MSCI All World ex US High Dividend Yield Hedged Equity ETF HDAW Foreign Large Value
Deutsche X-trackers MSCI EAFE Hedged Equity ETF DBEF Foreign Large Blend
Deutsche X-trackers MSCI Emerging Markets Hedged Equity ETF DBEM Diversified Emerging Markets
Deutsche X-trackers MSCI Eurozone Hedged Equity ETF DBEZ Europe Stock
Guggenheim BulletShares 2023 High Yield Corporate Bond ETF BSJN High Yield Bond
Guggenheim BulletShares 2025 Corporate Bond ETF BSCP Corporate Bond
John Hancock Multifactor Consumer Discretionary ETF JHMC Consumer Cyclical
John Hancock Multifactor Financials ETF JHMF Financial
John Hancock Multifactor Healthcare ETF JHMH Health
John Hancock Multifactor Large Cap ETF JHML Large-Cap Blend
John Hancock Multifactor Mid Cap ETF JHMM Mid-Cap Blend
John Hancock Multifactor Technology ETF JHMT Technology

A complete list of Schwab ETF OneSource ETFs is available here.

About Schwab ETF OneSource

Schwab ETF OneSource offers investors and advisors access to the most commission-free ETFs anywhere in the industry. Commission-free online trading is available to individual investors at Schwab, to approximately 7,000 independent investment advisors who use Schwab’s custodial services and through Schwab retirement accounts that permit trading of ETFs.

Schwab offers a range of resources to help clients choose ETFs that fit their investment needs, including the Schwab ETF Select List™, tutorials, education, research and tools available via Schwab’s online ETF center and live events at local Schwab branches.

About Charles Schwab

At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity.

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1 Conditions Apply: Trades in ETFs available through Schwab ETF OneSource™ (including Schwab ETFs™) are available without commissions when placed online in a Schwab account. Service charges apply for trade orders placed through a broker ($25) or by automated phone ($5). An exchange processing fee applies to sell transactions. Certain types of Schwab ETF OneSource transactions are not eligible for the commission waiver, such as short sells and buys to cover (not including Schwab ETFs). Schwab reserves the right to change the ETFs we make available without commissions. All ETFs are subject to management fees and expenses. Please see Charles Schwab Pricing Guide for additional information.

2 Source: Charles Schwab & Co., from 1/1/16 -11/30/16