| Company | Symbol | % Assets | YTD Return % |
| Schwab Total Bond Market | N/A | 18.24 | N/A |
| Schwab Core Equity Inv | N/A | 14.02 | N/A |
| Schwab Cap Tr | N/A | 12.18 | N/A |
| Laudus International MarketMasters Sel | N/A | 6.50 | N/A |
| Laudus Growth Investors US Large Cap Gr | N/A | 6.36 | N/A |
| Schwab Small-Cap Equity Select | N/A | 4.97 | N/A |
| Schwab Global Real Estate Select | N/A | 4.18 | N/A |
| Schwab Dividend Equity Select | N/A | 3.20 | N/A |
| Laudus Rosenberg US Lg Cap Value | N/A | 3.17 | N/A |
| American Century Intl Growth Instl | N/A | 3.03 | N/A |