SANFRANCISCO, 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 NameTickerMorningstar Category
Deutsche X-trackers FTSE Developed Ex US Comprehensive Factor ETFDEEFForeign Large Blend
Deutsche X-trackers Russell 1000 Comprehensive Factor ETFDEUSMid-Cap Blend
Guggenheim BulletShares 2024 High Yield Corp Bond ETFBSJOHigh Yield Bond
Guggenheim BulletShares 2026 Corp Bond ETFBSCQCorporate Bond
JPMorgan Diversified Return US Mid Cap Equity ETFJPMEMid-Cap Blend
Oppenheimer Large Cap Revenue ETFRWLLarge Value
Oppenheimer Mid Cap Revenue ETFRWKMid-Cap Value
Oppenheimer Small Cap Revenue ETFRWJSmall Blend
Oppenheimer Ultra Dividend Revenue ETFRDIVLarge Value
SPDR® MSCIEAFE StrategicFactors ETFQEFAForeign Large Blend
SPDR S&P® North American Natural Resources ETFNANRNatural Resources
WisdomTree CBOE S&P 500 Put Write Strategy ETFPUTWOption 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 SPDRSSGA 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 NameTickerMorningstar Category
IQ Enhanced Core Bond US ETFAGGEIntermediate-Term Bond
IQ Enhanced Core Plus Bond US ETFAGGPIntermediate-Term Bond
John Hancock Multifactor Consumer Staples ETFJHMSConsumer Defensive
John Hancock Multifactor Energy ETFJHMEEquity Energy
John Hancock Multifactor Industrials ETFJHMIIndustrials
John Hancock Multifactor Materials ETFJHMANatural Resources
John Hancock Multifactor Utilities ETFJHMUUtilities
SPDR® Dorsey Wright Fixed Income Allocation ETFDWFILong-Term Bond
SPDR® MSCIUSA StrategicFactors ETFQUSLarge Blend
SPDR® S&P 500 High Dividend ETFSPYDLarge Value
SPDR® Wells Fargo Preferred Stock ETFPSKPreferred Stock

Effective July 1, 2016
Fund NameTickerMorningstar Category
JPMorgan Diversified Return International Currency Hedged ETFJPIHForeign Large Blend
SPDR® SSGA Gender Diversity ETFSHELarge Blend
WisdomTree Barclays US Aggregate Bond Enhanced Yield ETFAGGYIntermediate-Term Bond
WisdomTree Dynamic Currency Hedged International Equity ETFDDWMForeign Large Value
WisdomTree Dynamic Long/Short US Equity ETFDYLSLong-Short Equity

Effective April 1, 2016
Fund NameTickerMorningstar Category
JPMorgan Diversified Return Europe Equity ETFJPEUEurope Stock
JPMorgan Diversified Return US Equity ETFJPUSLarge Blend
SPDR® Bloomberg Barclays Investment Grade Floating Rate ETFFLRNShort-Term Bond
SPDR® Dow Jones International Real Estate ETFRWXGlobal Real Estate
SPDR® S&P 500 Fossil Fuel Reserves Free ETFSPYXLarge Blend

Effective January 4, 2016
Fund NameTickerMorningstar Category
Deutsche X-trackers Municipal Infrastructure Revenue Bond ETFRVNUMuni National Long
Deutsche X-trackers MSCI All World ex US Hedged Equity ETFDBAWForeign Large Blend
Deutsche X-trackers MSCI All World ex US High Dividend Yield Hedged Equity ETFHDAWForeign Large Value
Deutsche X-trackers MSCIEAFE Hedged Equity ETFDBEFForeign Large Blend
Deutsche X-trackers MSCI Emerging Markets Hedged Equity ETFDBEMDiversified Emerging Markets
Deutsche X-trackers MSCI Eurozone Hedged Equity ETFDBEZEurope Stock
Guggenheim BulletShares 2023 High Yield Corporate Bond ETFBSJNHigh Yield Bond
Guggenheim BulletShares 2025 Corporate Bond ETFBSCPCorporate Bond
John Hancock Multifactor Consumer Discretionary ETFJHMCConsumer Cyclical
John Hancock Multifactor Financials ETFJHMFFinancial
John Hancock Multifactor Healthcare ETFJHMHHealth
John Hancock Multifactor Large Cap ETFJHMLLarge-Cap Blend
John Hancock Multifactor Mid Cap ETFJHMMMid-Cap Blend
John Hancock Multifactor Technology ETFJHMTTechnology

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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1Conditions 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.

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