5 Best Charles Schwab Funds to Buy & Hold Forever

Not sure which Charles Schwab funds to buy and hold forever? In this video, I'll share with you my top 5 picks for Schwab funds that are perfect for long-term investors.

Timecodes:

0:00 - Intro
0:34 - Schwab Target Index Funds
3:02 - Schwab U.S. Aggregate Bond Index Fund (SWAGX)
5:01 - Schwab International Index Fund (SWISX)
7:15 - Schwab S&P 500 Index Fund (SWPPX)
9:08 - Schwab Total Stock Market Index Fund (SWTSX)

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DISCLAIMER: I am not a financial adviser. These videos are for educational and entertainment purposes only. I am merely sharing my personal opinion. Please seek professional help when needed.

[christinehopping]

I invest with Schwab SWPPX : Low Expense Ratio .02 : dividend yield 1.54% ; Low Turnover ratio 2%. I moved all my investments from Vanguard and Fidelity to Schwab.

[williamholleman]

If I keep watching every day, it will finally make sense.

[The_GrPreder]

You helped me a lot more than the Charles Schwab advisor I spoke with over the phone.
Thank You

[akin]

Finally some love for Schwab index mutual funds. SWPPX has been great the past 12 years.

[ButcherBird-FWD]

I have thrown everything into the S&P 500 index fund from day one re: my 401k. As to Schwab; I put all of my non-401k $ into the 5th fund this Gent recommends. Basically, the "All U.S. Stock Index Fund". Love it... Noting, I'm knocking on the door of age 60, so all stock is dicey. I get it. However, I already have a pension re: retiring from the FDIC 3 years ago, and I make solid $ working as CFO for a Credit Union. So, eh, I'm fine with the ups and downs of the market.

[Flowercircle-oy]

So it finally clicked for me 😊🎉 I understand how this works, I have my Charles Schwab account so now I know how to better navigate what I want to invest in. Already put these on my watchlist!

[vicahmed]

For years I struggled with outstanding debts, bills and my children's school fees. I was at a point where I wanted to give up. I came across every YouTube channel about how to make and multiply your income through passive income. Fortunately, I had saved some money and decided to start an investment, Now I have bought my second house already, earn on a monthly through passive income and got 4 out of 5 goals, just hope it encourages someone that doesn’t believe in investing..

[jude]

Over the last 10 years $10000 invested in SWVXX is worth more than $10000 in SWAGX. That’s a money market fund beating the bond fund. Bonds are so garbage.

[lf]

Very good video but I have a question, if I choose to reinvest the dividends and capital, would this mean that I would not pay taxes until I want to leave the index? Or how often are they paid and declared? thank you

[isd]

Thank you, so much!!! So, can I choose to invest in all 5 or should I pick only one or just a few of the 5 you recommend. I currently have an account with Schwab in a Self-directed Roth. I have a few individual stock holdings. I'm now ready to expand into a "forever" longterm horizon investment vehicle.

[jdmxxx]

Wonderful explanation of the funds. Easy to understand. Schwab is my broker so now I can adjust my portfolio performance

[ianscianablo]

Hey Tae. Which brokerage makes it VERY easy to automate monthly investments without having to remember and going on the site to activate the monthly contribution? Thank you Tae!

[panzerknacker]

Might put by bonds in SWAGX just for the swag if you get what I’m saying.

[maurasmith-mitsky]

Thanks for this most informative video.

[jamesklapetzky]

What SCHWAB ETFS do you recommend for a TRADITIONAL IRA account?

[nathanielkam]

You keep saying to "manage", wouldnt it be more accurate to say to passively track the index automatically?

[PraiseofMercy]

You recommend the Schwab International Index Fund (SWISFX) but I understand that is a mutual fund. What about their International ETF (SCHF)?

[cartalkers]

These five funds should be held in what percentage? Equal percentage, 20% each or should some be more?

[donaldconley]

Not fully trusting bond funds at this point in time

[cgrelon]

Thank you for the to-the-point, no bs, video! Maybe no need to repeat the Expense ratio every time though