Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors
Schwab Advisor Services™ has increased its institutional no transaction fee (INTF) mutual fund capabilities for independent registered investment advisors (RIAs). The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers.
Schwab's INTF offering now includes AB, Akre, Alger, AMG, American Beacon, Artisan, Baron, Buffalo, Carillon, Cliffwater, Federated, Gabelli, Harding Loevner, Hartford, Jensen, John Hancock, Lazard, Manning & Napier, Matthews, Natixis/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair.
"This robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality," said Jalina Kerr, Head of Advisor Experience for Schwab Advisor Services. "Since the last expansion, we've seen exceptional adoption – AUM up 22% YoY – a testament to the need this meets."
The newly available funds complement the 1,200+ funds from 25 asset managers already integrated into the platform. This expansion provides RIAs with more no-transaction-fee options across a broader range of funds featuring lower net expense ratios and a greater number of Morningstar™ 4- and 5-star ratings.
To learn more about Schwab's INTF capabilities, visit: https://advisorservices.schwab.com/institutional-no-transaction-fee
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Disclosures
Charles Schwab & Co., Inc. (member SIPC) receives remuneration from fund companies participating in the institutional no transaction fee (INTF) platform for recordkeeping and shareholder services, and other administrative services. Schwab receives greater remuneration on institutional share classes that participate in INTF than institutional share classes that are available with a transaction fee. Institutional NTF funds may be available on the retail platform with a transaction fee.
The above mentioned firms and their employees are not affiliated with or employees of Schwab unless otherwise noted. Mention should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. The views expressed are those of the third party and are provided for information purposes only.
Schwab Advisor Services™ provides custody, trading, and the support services of Charles Schwab & Co., Inc. ("Schwab"), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. ("CSIM"). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
©2025 Charles Schwab & Co., Inc. ("Schwab") All rights reserved. Member SIPC.
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Kristin Meza
Charles Schwab
862.742.7482
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Liz Shaw
The Neibart Group (TNG)
732.757.2119
[email protected]