Horizon™ for Schwab Choice Series A
Fund List (as of 10/30/13)
Type/Asset Class ETF Name Comments/Penalties
Money Market Money Market None
High Yield Bond Vanguard High-Yield Corporate Inv Used in Backtest ONLY
High Yield Bond PowerShares Fundamental High Yield Corporate Bond None
Inflation-Protected Bond Vanguard Inflation-Protected Secs Used in Backtest ONLY
Inflation-Protected Bond Schwab U.S. TIPS None
Long-Term Bond PowerShares Preferred Portfolio None
Intermediate Government Fidelity Government Income Used in Backtest ONLY
Intermediate Government Schwab Intermediate-Term U.S. Treasury None
Intermediate-Term Bond Vanguard Total Bond Market Index Used in Backtest ONLY
Intermediate-Term Bond Schwab U.S. Aggregate Bond None
Short Government Vanguard Short-Term Treasury Inv Used in Backtest ONLY
Short Government Schwab Short-Term U.S. Treasury None
World Bond SPDR Barclays International Corporate Bond None
Emerging Markets Bond T. Rowe Price Emerging Market Bond Used in Backtest ONLY
Emerging Markets Bond PowerShares Emerging Markets Sovereign Debt None
Large Growth Vanguard Growth Index Used in Backtest ONLY
Large Growth Schwab U.S. Large-Cap Growth None
Large Value Vanguard Value Index Used in Backtest ONLY
Large Value Schwab U.S. Large-Cap Value None
Mid-Cap Blend Vanguard Extended Market Idx Used in Backtest ONLY
Mid-Cap Growth SPDR S&P 400 Mid Cap Growth None
Mid-Cap Value SPDR S&P 400 Mid Cap Value None
Small Blend Vanguard Small Cap Index Used in Backtest ONLY
Small Growth SPDR S&P 600 Small Cap Growth None
Small Value SPDR S&P 600 Small Cap Value None
Commodities Precious Metals SPDR Gold Shares Used in Backtest ONLY
Commodities Precious Metals ETFS Physical Precious Metals Basket None
Real Estate Vanguard REIT Index Inv Used in Backtest ONLY
Real Estate Schwab US REIT None
Commodities Broad Basket United States Commodity Index None
Foreign Large Blend Vanguard Total Intl Stock Index Inv Used in Backtest ONLY
Foreign Large Blend Schwab International Equity None
Foreign Small/Mid Growth Vanguard International Explorer Used in Backtest ONLY
Foreign Small/Mid Blend Schwab International Small-Cap Equity None
World Stock Vanguard Global Equity Used in Backtest ONLY
World Stock SPDR MSCI ACWI IMI None
Diversified Emerging Mkts Vanguard Emerging Markets Stock Index Used in Backtest ONLY
Diversified Emerging Mkts SPDR S&P Emerging Markets Small Cap None
 Horizon™ for Schwab Choice Series A
Fund List (as of 10/30/13)
Type/Asset Class ETF Name Comments/Penalties
Money Market Money Market None
High Yield Bond Vanguard High-Yield Corporate Inv Used in Backtest ONLY
High Yield Bond PowerShares Fundamental High Yield Corporate Bond None
Inflation-Protected Bond Vanguard Inflation-Protected Secs Used in Backtest ONLY
Inflation-Protected Bond Schwab U.S. TIPS None
Long-Term Bond PowerShares Preferred Portfolio None
Intermediate Government Fidelity Government Income Used in Backtest ONLY
Intermediate Government Schwab Intermediate-Term U.S. Treasury None
Intermediate-Term Bond Vanguard Total Bond Market Index Used in Backtest ONLY
Intermediate-Term Bond Schwab U.S. Aggregate Bond None
Short Government Vanguard Short-Term Treasury Inv Used in Backtest ONLY
Short Government Schwab Short-Term U.S. Treasury None
World Bond SPDR Barclays International Corporate Bond None
Emerging Markets Bond T. Rowe Price Emerging Market Bond Used in Backtest ONLY
Emerging Markets Bond PowerShares Emerging Markets Sovereign Debt None
Large Growth Vanguard Growth Index Used in Backtest ONLY
Large Growth Schwab U.S. Large-Cap Growth None
Large Value Vanguard Value Index Used in Backtest ONLY
Large Value Schwab U.S. Large-Cap Value None
Mid-Cap Blend Vanguard Extended Market Idx Used in Backtest ONLY
Mid-Cap Growth SPDR S&P 400 Mid Cap Growth None
Mid-Cap Value SPDR S&P 400 Mid Cap Value None
Small Blend Vanguard Small Cap Index Used in Backtest ONLY
Small Growth SPDR S&P 600 Small Cap Growth None
Small Value SPDR S&P 600 Small Cap Value None
Commodities Precious Metals SPDR Gold Shares Used in Backtest ONLY
Commodities Precious Metals ETFS Physical Precious Metals Basket None
Real Estate Vanguard REIT Index Inv Used in Backtest ONLY
Real Estate Schwab US REIT None
Commodities Broad Basket United States Commodity Index None
Foreign Large Blend Vanguard Total Intl Stock Index Inv Used in Backtest ONLY
Foreign Large Blend Schwab International Equity None
Foreign Small/Mid Growth Vanguard International Explorer Used in Backtest ONLY
Foreign Small/Mid Blend Schwab International Small-Cap Equity None
World Stock Vanguard Global Equity Used in Backtest ONLY
World Stock SPDR MSCI ACWI IMI None
Diversified Emerging Mkts Vanguard Emerging Markets Stock Index Used in Backtest ONLY
Diversified Emerging Mkts SPDR S&P Emerging Markets Small Cap None
   
Web Site: https://client.schwab.com/
User ID: jcoppola
PW: john1dc
   
   
Diversified Emerging Mkts Vanguard Emerging Markets Stock Index Used in Backtest ONLY
Mid-Cap Blend Vanguard Extended Market Idx Used in Backtest ONLY
World Stock Vanguard Global Equity Used in Backtest ONLY
Large Growth Vanguard Growth Index Used in Backtest ONLY
High Yield Bond Vanguard High-Yield Corporate Inv Used in Backtest ONLY
Inflation-Protected Bond Vanguard Inflation-Protected Secs Used in Backtest ONLY
Foreign Small/Mid Growth Vanguard International Explorer Used in Backtest ONLY
Real Estate Vanguard REIT Index Inv Used in Backtest ONLY
Short Government Vanguard Short-Term Treasury Inv Used in Backtest ONLY
Small Blend Vanguard Small Cap Index Used in Backtest ONLY
Intermediate-Term Bond Vanguard Total Bond Market Index Used in Backtest ONLY
Foreign Large Blend Vanguard Total Intl Stock Index Inv Used in Backtest ONLY
Large Value Vanguard Value Index Used in Backtest ONLY