Charles Schwab - Ad from 2023-05-26
As featured on Charles Schwab
Details for Charles Schwab - Ad from 2023-05-26
+1(406)214-3355
Compare rates to see
how we stack up.
CD rates
Money Market Fund
6 months (as of 5/23/23)
Schwab Value Advantage
Money Fund® SWVXX
5.32
Minimum deposit $1,000
12 months (as of 5/23/23)
5.25
Minimum deposit $1,000
%
APY
%
APY
2 years (as of 5/23/23)
4.90 %
Minimum deposit $1,000
APY
$0 investment minimum
The funds’ Investor Shares have no initial investment minimum;
however, Schwab systems require a minimum of $1 per trade.
4.89
%
Minimum deposit $0
7-day yield
(with waivers) as of 5/22/23
Competitive yields on money
market funds and CDs available
through Schwab could help you
meet your financial goals, and
that’s always a good thing.
Call your local Schwab branch at 406-214-3355 or visit
schwab.com/missoula to find out more.
Casey Herron, CFP®
Branch Leader
741 S. Higgins Avenue, Suite B
Missoula, MT 59801
406-214-3355
Certificates of deposit available through Schwab CD OneSource® typically offer a fixed
rate of return, although some offer variable rates. They are FDIC-insured and offered
through Charles Schwab & Co., Inc.
Investors in money market funds should carefully consider information contained in the
prospectus, or, if available, the summary prospectus, including investment objectives,
risks, charges, and expenses. You can request a mutual fund prospectus by calling
Schwab at 1-800-435-4000. Please read the prospectus carefully before investing.
You could lose money by investing in the Schwab Money Funds. SWVXX seeks to preserve the value of
your investment at $1.00 per share, but cannot guarantee it will do so. SWVXX may impose a fee upon
the sale of your shares or may temporarily suspend your ability to sell shares if the fund’s liquidity
falls below required minimums because of market conditions or other factors. An investment in the
Schwab Money Funds is not insured or guaranteed by the Federal Deposit Insurance Corporation or
any other government agency. The Schwab Money Funds’ sponsor has no legal obligation to provide
financial support to the Funds, and you should not expect that the sponsor will provide financial
support to the Funds at any time.
Past performance is no guarantee of future results. For the most recent 7-day yields, see schwab.com.
The 7-Day Yield is the average income paid out over the previous seven days assuming interest income
is not reinvested and it reflects the effect of all applicable waivers. Absent such waivers, the fund’s
yield would have been lower.
Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab Funds, and
Schwab, Member SIPC, the distributor for Schwab Funds, are separate but affiliated companies and
subsidiaries of The Charles Schwab Corporation.
©2023 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.
CC7019834 (0523-36RG) ADP119092R-00 (09/22) 00278560 SCH11020-108