{"id":867481,"date":"2025-07-08T09:46:51","date_gmt":"2025-07-08T13:46:51","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/"},"modified":"2025-07-08T09:46:51","modified_gmt":"2025-07-08T13:46:51","slug":"schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/","title":{"rendered":"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors<\/b><\/p>\n<p>WESTLAKE, Texas&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nSchwab Advisor Services\u2122 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.<\/p>\n<p>\nSchwab\u2019s 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 &amp; Napier, Matthews, Natixis\/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair.<\/p>\n<p>\n\u201cThis robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,\u201d said Jalina Kerr, Head of Advisor Experience for Schwab Advisor Services. \u201cSince the last expansion, we\u2019ve seen exceptional adoption \u2013 AUM up 22% YoY \u2013 a testament to the need this meets.\u201d<\/p>\n<p>\nThe newly available funds complement <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fpressroom.aboutschwab.com%2Fpress-releases%2Fpress-release%2F2022%2FSchwab-Expands-Institutional-No-Transaction-Fee-Fund-Offering-for-Independent-Advisors%2Fdefault.aspx&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=the+1%2C200%2B+funds+from+25+asset+managers&amp;index=1&amp;md5=1a3463651c1d54ff4f6edc2355f50730\">the 1,200+ funds from 25 asset managers<\/a> 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\u2122 4- and 5-star ratings.<\/p>\n<p>\nTo learn more about Schwab\u2019s INTF capabilities, visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisorservices.schwab.com%2Finstitutional-no-transaction-fee&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=https%3A%2F%2Fadvisorservices.schwab.com%2Finstitutional-no-transaction-fee&amp;index=2&amp;md5=a8105b685aac160dc5bb6abd832a257c\">https:\/\/advisorservices.schwab.com\/institutional-no-transaction-fee<\/a><\/p>\n<p><b>About Charles Schwab<\/b><\/p>\n<p>\nAt 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\u2019 goals with passion and integrity.<\/p>\n<p>\nMore information is available at <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.aboutschwab.com%2F&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=www.aboutschwab.com&amp;index=3&amp;md5=e75d4b5af308ea49f4fb11cf6a53f901\">www.aboutschwab.com<\/a>. Follow us on <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Ftwitter.com%2FCharlesSchwab&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=Twitter&amp;index=4&amp;md5=ff6ac42db72d69c8399ead40500e32fa\">Twitter<\/a>, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.facebook.com%2FCharlesSchwab&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=Facebook&amp;index=5&amp;md5=2b9920c309c6464d776de5355f1c1b60\">Facebook<\/a>, <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.youtube.com%2Fuser%2FCharlesSchwab&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=YouTube&amp;index=6&amp;md5=35bc18bcfbaaf54f238549e6e6ae63c3\">YouTube<\/a> and <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcharles-schwab%2F&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=LinkedIn&amp;index=7&amp;md5=283ad39c6d31406c51994cbabb16feca\">LinkedIn<\/a>.<\/p>\n<p><b>Disclosures<\/b><\/p>\n<p>\nCharles Schwab &amp; 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.<\/p>\n<p>\nThe 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.<\/p>\n<p>\nSchwab Advisor Services\u2122 provides custody, trading, and the support services of Charles Schwab &amp; Co., Inc. (&#8220;Schwab&#8221;), member SIPC, to independent investment advisors and Charles Schwab Investment Management, Inc. (&#8220;CSIM&#8221;). Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.<\/p>\n<p>\n\u00a92025 Charles Schwab &amp; Co., Inc. (\u201cSchwab\u201d) All rights reserved. Member <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.sipc.org%2F&amp;esheet=54286981&amp;newsitemid=20250708640626&amp;lan=en-US&amp;anchor=SIPC&amp;index=8&amp;md5=346296f97b48d4b52b58dadc3f7c5dda\">SIPC<\/a>.<\/p>\n<p>\n0725-EGRD<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250708640626r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20250708640626\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20250708640626\/en\/<\/a><\/span><\/p>\n<p>\nKristin Meza<br \/>\n<br \/>Charles Schwab<br \/>\n<br \/>862.742.7482<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:Kristin.Meza@Schwab.com\">Kristin.Meza@Schwab.com<br \/>\n<\/a><\/p>\n<p>Liz Shaw<br \/>\n<br \/>The Neibart Group (TNG)<br \/>\n<br \/>732.757.2119<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:sas@neibartgroup.com\">sas@neibartgroup.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America Texas<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Consulting Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20250708640626\/en\/372488\/3\/SCHW_logo-new_whitespace.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors WESTLAKE, Texas&#8211;(BUSINESS WIRE)&#8211; Schwab Advisor Services\u2122 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\u2019s 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 &amp; Napier, Matthews, Natixis\/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair. \u201cThis robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,\u201d said &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-867481","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors WESTLAKE, Texas&#8211;(BUSINESS WIRE)&#8211; Schwab Advisor Services\u2122 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\u2019s 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 &amp; Napier, Matthews, Natixis\/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair. \u201cThis robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,\u201d said &hellip; Continue reading &quot;Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-08T13:46:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250708640626r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors\",\"datePublished\":\"2025-07-08T13:46:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/\"},\"wordCount\":508,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20250708640626r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\\\/\",\"name\":\"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors - 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The expanded line-up will nearly double its size to approximately 2,000 funds across 58 asset managers. Schwab\u2019s 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 &amp; Napier, Matthews, Natixis\/Loomis, NYLI, Oakmark, Parnassus, Performance Trust, PGIM, Royce, Segall Bryant, Thornburg, Victory, Virtus, Voya, Wasatch and William Blair. \u201cThis robust capability will provide independent advisors seamless access to the most trusted institutional funds, enhancing both advisor and client investment optionality,\u201d said &hellip; Continue reading \"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/","og_site_name":"Market Newsdesk","article_published_time":"2025-07-08T13:46:51+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250708640626r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors","datePublished":"2025-07-08T13:46:51+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/"},"wordCount":508,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250708640626r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/schwab-grows-institutional-no-transaction-fee-fund-offering-for-independent-advisors\/","name":"Schwab Grows Institutional No Transaction Fee Fund Offering for Independent Advisors - 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