Schwab AMT Tax-Free Money Fund™ - Ultra Shares
SCTXX
NASDAQ
Weiss Ratings | SCTXX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | SCTXX-NASDAQ | Click to Compare |
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Provider | Schwab Funds | |||
Manager/Tenure (Years) | Management Team (19) | |||
Website | http://www.schwabfunds.com | |||
Fund Information | SCTXX-NASDAQ | Click to Compare |
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Fund Name | Schwab AMT Tax-Free Money Fund™ - Ultra Shares | |||
Category | Money Market-Tax-Free | |||
Sub-Category | US Money Market | |||
Prospectus Objective | Money Mkt - Federal Tax Exempt | |||
Inception Date | Sep 24, 2020 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000,000.00 | |||
Minimum Subsequent Investment | 1.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | SCTXX-NASDAQ | Click to Compare |
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Dividend Yield | 3.08% | |||
Dividend | SCTXX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | -- | |||
Asset Allocation | SCTXX-NASDAQ | Click to Compare |
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Cash | 25.90% | |||
Stock | 0.00% | |||
U.S. Stock | 0.00% | |||
Non-U.S. Stock | 0.00% | |||
Bond | 74.10% | |||
U.S. Bond | 74.10% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | SCTXX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.04% | |||
30-Day Total Return | 0.21% | |||
60-Day Total Return | 0.48% | |||
90-Day Total Return | 0.70% | |||
Year to Date Total Return | 1.10% | |||
1-Year Total Return | 2.95% | |||
2-Year Total Return | 6.41% | |||
3-Year Total Return | 8.69% | |||
5-Year Total Return | 8.84% | |||
Price | SCTXX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | SCTXX-NASDAQ | Click to Compare |
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Nav | $1.00 | |||
1-Month Low NAV | $1.00 | |||
1-Month High NAV | $1.00 | |||
52-Week Low NAV | $1.00 | |||
52-Week Low NAV (Date) | Jun 04, 2024 | |||
52-Week High NAV | $1.00 | |||
52-Week High Price (Date) | Jun 02, 2025 | |||
Beta / Standard Deviation | SCTXX-NASDAQ | Click to Compare |
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Beta | -- | |||
Standard Deviation | 0.22 | |||
Balance Sheet | SCTXX-NASDAQ | Click to Compare |
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Total Assets | 3.62B | |||
Operating Ratios | SCTXX-NASDAQ | Click to Compare |
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Expense Ratio | 0.19% | |||
Turnover Ratio | -- | |||
Performance | SCTXX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 1.88% | |||
Last Bear Market Total Return | 0.11% | |||