Schwab ETF OneSource - Commission Free ETFs Plan was created by Kivalia on 2/8/2013

NameTickerActionDateRemove
WT Mngd Fut Stg ShsWTMFwas added by bmurphy7/7/2018
WisdomTree Bloomberg Floating Rate Treasury FundUSFRwas added by bmurphy7/7/2018
SPDR Prt Lng Tr ShsSPTLwas added by bmurphy7/7/2018
SPDR Prt Mid Cp ShsSPMDwas added by bmurphy7/7/2018
WT Brcls Yld US ShsSHAGwas added by bmurphy7/7/2018
Global X Shs US Preferred FundPFFDwas added by bmurphy7/7/2018
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor US Equity FundMFUSwas added by bmurphy7/7/2018
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Emerging Mkts Equity FundMFEMwas added by bmurphy7/7/2018
PIMCO Eqty Ser Shs RAFI Dynamic Multi-Factor Intl Equity FundMFDXwas added by bmurphy7/7/2018
JH Multi Sml Cp ShsJHSCwas added by bmurphy7/7/2018
DBX ETF Shs Deutsche X-trackers USD High Yield Corp BondHYLBwas added by bmurphy7/7/2018
Deutsche X-trackers MSCI EAFE High Dividend Yield Hedged Equity ETFHDEFwas added by bmurphy7/7/2018
Wrld Crrnc Gld Shs of Benef Interest Long Dollar Gold TrustGLDWwas added by bmurphy7/7/2018
Indexiq ETF Tr Shs IQ Chaikin U.S. Small Cap FundCSMLwas added by bmurphy7/7/2018
Deutsche X-trackers Harvest MSCI All China Equity ETFCNwas added by bmurphy7/7/2018
IQ Chaikin U.S. Large Cap ETFCLRGwas added by bmurphy7/7/2018
Claymore Tr Shs Guggenheim BulletShares 2025 High Yield Crp BdBSJPwas added by bmurphy7/7/2018
Deutsche X-trackers Harvest CSI 300 China A-Shares FundASHRwas added by bmurphy7/7/2018
United States 12 Month Oil Fund LPUSLwas removed by bmurphy7/7/2018
United States Commodity Index FundUSCIwas removed by bmurphy7/7/2018
United States 12 Month Natural Gas Fund LPUNLwas removed by bmurphy7/7/2018
United States Gasoline Fund LPUGAwas removed by bmurphy7/7/2018
United States Copper Index FundCPERwas removed by bmurphy7/7/2018
United States Brent Oil Fund LPBNOwas removed by bmurphy7/7/2018
WisdomTree Emerging Markets ex-State-Owned Enterprises FundXSOEwas added by bmurphy1/18/2018
SPDR EURO STOXX Small Cap ETFSMEZwas added by bmurphy1/18/2018
SPDR Barclays Emerging Markets Local Bond ETFEBNDwas added by bmurphy1/18/2018
Deutsche X-trackers MSCI Germany Hedged Equity FundDBGRwas added by bmurphy1/18/2018
WisdomTree Managed Futures Strategy FundWDTIwas removed by bmurphy1/18/2018
Guggenheim BulletShares 2017 High Yield Corporate Bond ETFBSJHwas removed by bmurphy1/18/2018
Guggenheim BulletShares 2017 Corporate Bond ETFBSCHwas removed by bmurphy1/18/2018
SPDR Barclays Long Term Treasury ETFTLOwas removed by bmurphy10/30/2017
SPDR MSCI Spain Quality Mix ETFQESPwas removed by bmurphy10/30/2017
SPDR MSCI Australia Quality Mix ETFQAUSwas removed by bmurphy10/30/2017
JPMorgan Diversified Return U.S. Small Cap Equity ETFJPSEwas added by bmurphy10/30/2017
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor DevelopedJHMDwas added by bmurphy10/30/2017
IndexIQ ETF Trust IQ S&P High Yield Low Volatility Bond ETFHYLVwas added by bmurphy10/30/2017
Oppenheimer Revenue Weighted ETF Trust Oppenheimer ESG Revenue ETFESGLwas added by bmurphy10/30/2017
Oppenheimer Revenue Weighted ETF Trust Oppenheimer Global ESG Revenue ETFESGFwas added by bmurphy10/30/2017
PowerShares Chinese Yuan Dim Sum Bond PortfolioDSUMwas added by bmurphy10/30/2017
Guggenheim Multi-Asset Income ETFCVYwas added by bmurphy10/30/2017
Guggenheim Bullet Shares 2024 High Yield Corporate Bond ETFBSJOwas added by bmurphy10/30/2017
Guggenheim Bullet Shares 2026 Corporate BD ETFBSCQwas added by bmurphy10/30/2017
Global X Robotics & Artificial Intelligence ETFBOTZwas added by bmurphy10/30/2017
John Hancock Multifactor Technology ETFJHMTwas added by bmurphy7/15/2017
SPDR S&P Fossil Fuel Reserves Free ETFSPYXwas added by bmurphy7/15/2017
SPDR S&P 500 High Dividend ETFSPYDwas added by bmurphy7/15/2017
SPDR SSGA Gender Diversity Index ETFSHEwas added by bmurphy7/15/2017
Oppenheimer Large Cap Revenue ETFRWLwas added by bmurphy7/15/2017
Oppenheimer Mid Cap Revenue ETFRWKwas added by bmurphy7/15/2017
Oppenheimer Small Cap Revenue ETFRWJwas added by bmurphy7/15/2017
Oppenheimer Ultra Dividend Revenue ETFRDIVwas added by bmurphy7/15/2017
SPDR MSCI USA Quality Mix ETFQUSwas added by bmurphy7/15/2017
SPDR MSCI EAFE Quality Mix ETFQEFAwas added by bmurphy7/15/2017
WisdomTree CBOE S&P 500 PutWrite Strategy FundPUTWwas added by bmurphy7/15/2017
SPDR Wells Fargo Preferred Stock ETFPSKwas added by bmurphy7/15/2017
SPDR Russell 1000 Yield Focus ETFONEYwas added by bmurphy7/15/2017
SPDR Russell 1000 Low Volatility Focus ETFONEVwas added by bmurphy7/15/2017
SPDR Russell 1000 Momentum Focus ETFONEOwas added by bmurphy7/15/2017
Global X MLP & Energy Infrastructure ETFMLPXwas added by bmurphy7/15/2017
SPDR S&P North American Natural Resources ETFNANRwas added by bmurphy7/15/2017
Global X Conscious Companies ETFKRMAwas added by bmurphy7/15/2017
JPMorgan Diversified Return US Equity ETFJPUSwas added by bmurphy7/15/2017
Deutsche X-trackers Japan JPX-Nikkei 400 Equity ETFJPNwas added by bmurphy7/15/2017
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJPMEwas added by bmurphy7/15/2017
JPMorgan Diversified Return International Currency Hedged ETFJPIHwas added by bmurphy7/15/2017
JPMorgan Diversified Return Europe Equity ETFJPEUwas added by bmurphy7/15/2017
JPMorgan Diversified Return Europe Currency Hedged ETFJPEHwas added by bmurphy7/15/2017
John Hancock Multifactor Utilities ETFJHMUwas added by bmurphy7/15/2017
John Hancock Multifactor Consumer Staples ETFJHMSwas added by bmurphy7/15/2017
John Hancock Multifactor Mid Cap ETFJHMMwas added by bmurphy7/15/2017
John Hancock Multifactor Large Cap ETFJHMLwas added by bmurphy7/15/2017
John Hancock Multifactor Industrials ETFJHMIwas added by bmurphy7/15/2017
John Hancock Multifactor Healthcare ETFJHMHwas added by bmurphy7/15/2017
John Hancock Multifactor Financials ETFJHMFwas added by bmurphy7/15/2017
John Hancock Multifactor Energy ETFJHMEwas added by bmurphy7/15/2017
John Hancock Multifactor Consumer Discretionary ETFJHMCwas added by bmurphy7/15/2017
John Hancock Multifactor Materials ETFJHMAwas added by bmurphy7/15/2017
Deutsche X-trackers MSCI All World ex US High Dividend Yield Hedged Equity ETFHDAWwas added by bmurphy7/15/2017
Guggenheim S&P High Income Infrastructure ETFGHIIwas added by bmurphy7/15/2017
WisdomTree Continuous Commodity Index FundGCCwas added by bmurphy7/15/2017
Guggenheim S&P SmallCap 600 Equal Weight ETFEWSCwas added by bmurphy7/15/2017
Guggenheim S&P 500 Equal Weight Real Estate ETFEWREwas added by bmurphy7/15/2017
WisdomTree Dynamic Long/Short U.S. Equity FundDYLSwas added by bmurphy7/15/2017
SPDR Dorsey Wright Fixed Income Allocation ETFDWFIwas added by bmurphy7/15/2017
Deutsche X-trackers Russell 1000 Enhanced Beta ETFDEUSwas added by bmurphy7/15/2017
Deutsche X-trackers FTSE Emerging Comprehensive Factor ETFDEMGwas added by bmurphy7/15/2017
Deutsche X-trackers FTSE Developed ex U.S. Enhanced Beta ETFDEEFwas added by bmurphy7/15/2017
WisdomTree Dynamic Currency Hedged International Equity FundDDWMwas added by bmurphy7/15/2017
Deutsche X-trackers MSCI EMU Hedged Equity ETFDBEZwas added by bmurphy7/15/2017
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMwas added by bmurphy7/15/2017
Deutsche X-trackers MSCI All World ex US Hedged Equity FundDBAWwas added by bmurphy7/15/2017
United States Copper Index FundCPERwas added by bmurphy7/15/2017
Guggenheim BulletShares 2023 High Yield Corporate Bond ETFBSJNwas added by bmurphy7/15/2017
Guggenheim BulletShares 2025 Corporate Bond ETFBSCPwas added by bmurphy7/15/2017
United States Brent Oil Fund LPBNOwas added by bmurphy7/15/2017
WisdomTree Barclays U.S. Aggregate Bond Enhanced Yield FundAGGYwas added by bmurphy7/15/2017
IQ Enhanced Core Plus Bond U.S. ETFAGGPwas added by bmurphy7/15/2017
IQ Enhanced Core Bond U.S. ETFAGGEwas added by bmurphy7/15/2017
DJ Brookfield Global Infrastructure ETFTOLZwas removed by bmurphy7/15/2017
Global X | JPMorgan US Sector Rotator Index ETFSCTOwas removed by bmurphy7/15/2017
ETFS Diversified-Factor US Large CapSBUSwas removed by bmurphy7/15/2017
SPDR Russell Small Cap Completeness ETFRSCOwas removed by bmurphy7/15/2017
ProShares RAFI Long/ShortRALSwas removed by bmurphy7/15/2017
SPDR Index Shares FundsQTWNwas removed by bmurphy7/15/2017
SPDR Index Shares FundsQMEXwas removed by bmurphy7/15/2017
SPDR Index Shares FundsQKORwas removed by bmurphy7/15/2017
ProShares S&P 500 Aristocrats ETFNOBLwas removed by bmurphy7/15/2017
SPDR Nuveen Barclays Capitl NY Mncpl BndINYwas removed by bmurphy7/15/2017
SPDR Barclays International High Yield Bond ETFIJNKwas removed by bmurphy7/15/2017
ProShares Investment Grade Interest Rate HedgedIGHGwas removed by bmurphy7/15/2017
Direxion iBillionaire Index ETFIBLNwas removed by bmurphy7/15/2017
ProShares High Yield-Interest Rate Hedged ETFHYHGwas removed by bmurphy7/15/2017
ProShares Hedged FTSE Japan ETFHGJPwas removed by bmurphy7/15/2017
ProShares Hedged FTSE Europe ETFHGEUwas removed by bmurphy7/15/2017
Guggenheim China Small Cap ETFHAOwas removed by bmurphy7/15/2017
PowerShares Chinese Yuan Dim Sum Bond PortfolioDSUMwas removed by bmurphy7/15/2017
WisdomTree Global ex-US Real Estate FundDRWwas removed by bmurphy7/15/2017
SPDR Nuveen Barclays Cap Clfrn Mncpl BndCXAwas removed by bmurphy7/15/2017
Guggenheim Multi-Asset Income ETFCVYwas removed by bmurphy7/15/2017
ProShares Large Cap Core PlusCSMwas removed by bmurphy7/15/2017
Guggenheim BulletShares 2016 High Yield Corporate Bond ETFBSJGwas removed by bmurphy7/15/2017
Guggenheim BulletShares 2016 Corporate Bond ETFBSCGwas removed by bmurphy7/15/2017
ProShares Morningstar Alternatives Solution ETFALTSwas removed by bmurphy7/15/2017
Guggenheim China All-Cap ETFYAOwas removed by jimrazz4/9/2017
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMwas removed by jimrazz12/11/2016
SPDR Dow Jones International Real Estate ETFRWXwas added by bmurphy4/18/2016
Deutsche X-trackers Municipal Infrastructure Revenue Bond FundRVNUwas added by bmurphy4/18/2016
SPDR Barclays Investment Grade Floating Rate ETFFLRNwas added by bmurphy4/18/2016
Deutsche X-trackers MSCI Emerging Markets Hedged Equity FundDBEMwas added by bmurphy4/18/2016
Deutsche X-trackers MSCI EAFE Hedged Equity FundDBEFwas added by bmurphy4/18/2016
Schwab Fundamental U.S. Small Company IndexFNDAwas added by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
Direxion Shares Exchange Traded Fund TrustVSPYwas removed by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
SPDR S&P International Mid Cap (ETF)MDDwas removed by bmurphy4/18/2016
SPDR Russell Nomura PRIME Japan (ETF)JPPwas removed by bmurphy4/18/2016
SPDR S&P Emerging Latin America ETFGMLwas removed by bmurphy4/18/2016
SPDR S&P Emerging Middle East & Africa ETFGAFwas removed by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
SPDR Series TrustEMCDwas removed by bmurphy4/18/2016
SPDR MSCI EM Beyond BRIC ETFEMBBwas removed by bmurphy4/18/2016
Schwab Fundamental U.S. Small Company IndexFNDAwas removed by bmurphy4/18/2016
SPDR Barclays Emerging Markets Local Bond ETFEBNDwas removed by bmurphy4/18/2016
SPDR Barclays Issuer Scored Corporate Bond ETFCBNDwas removed by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
  was removed by bmurphy4/18/2016
SPDR S&P BRIC 40 (ETF)BIKwas removed by bmurphy4/18/2016
ProShares Morningstar Alternatives Solution ETFALTSwas added by bmurphy12/9/2015
Direxion Zacks MLP High Income SharesZMLPwas added by bmurphy12/9/2015
  was added by bmurphy12/9/2015
WisdomTree Bloomberg U.S. Dollar Bullish FundUSDUwas added by bmurphy12/9/2015
Sprott Gold Miners ETFSGDMwas added by bmurphy12/9/2015
Global X | JPMorgan US Sector Rotator Index ETFSCTOwas added by bmurphy12/9/2015
ETFS Diversified-Factor US Large CapSBUSwas added by bmurphy12/9/2015
SPDR Index Shares FundsQTWNwas added by bmurphy12/9/2015
SPDR Index Shares FundsQMEXwas added by bmurphy12/9/2015
SPDR Index Shares FundsQKORwas added by bmurphy12/9/2015
SPDR MSCI Emerging Markets Quality Mix ETFQEMMwas added by bmurphy12/9/2015
SPDR MSCI ACWI Low Carbon Target ETFLOWCwas added by bmurphy12/9/2015
Diversified Return International Equity ETFJPINwas added by bmurphy12/9/2015
JPMorgan Diversified Return Global Equity ETFJPGEwas added by bmurphy12/9/2015
JPMorgan Diversified Return Emerging Markets Equity ETFJPEMwas added by bmurphy12/9/2015
WisdomTree Japan Hedged Dividend Growth FundJHDGwas added by bmurphy12/9/2015
ProShares Investment Grade Interest Rate HedgedIGHGwas added by bmurphy12/9/2015
ALPS International Sector Div Dogs ETFIDOGwas added by bmurphy12/9/2015
Direxion iBillionaire Index ETFIBLNwas added by bmurphy12/9/2015
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration FundHYZDwas added by bmurphy12/9/2015
ProShares Hedged FTSE Japan ETFHGJPwas added by bmurphy12/9/2015
ProShares Hedged FTSE Europe ETFHGEUwas added by bmurphy12/9/2015
IQ 50 Percent Hedged FTSE Japan ETFHFXJwas added by bmurphy12/9/2015
IQ 50 Percent Hedged FTSE International ETFHFXIwas added by bmurphy12/9/2015
IQ 50 Percent Hedged FTSE Europe ETFHFXEwas added by bmurphy12/9/2015
WisdomTree Europe Hedged SmallCap Equity FundEUSCwas added by bmurphy12/9/2015
Alerian Energy Infrastructure ETFENFRwas added by bmurphy12/9/2015
WisdomTree Germany Hedged Equity FundDXGEwas added by bmurphy12/9/2015
WisdomTree U.S. SmallCap Dividend Growth FundDGRSwas added by bmurphy12/9/2015
SPDR BofA Merrill Lynch Crossover Corporate Bond ETFCJNKwas added by bmurphy12/9/2015
Guggenheim BulletShares 2022 High Yield Corporate Bond ETFBSJMwas added by bmurphy12/9/2015
Guggenheim BulletShares 2021 High Yield Corporate Bond ETFBSJLwas added by bmurphy12/9/2015
Guggenheim BulletShares 2024 Corporate Bond ETFBSCOwas added by bmurphy12/9/2015
Guggenheim BulletShares 2023 Corporate Bond ETFBSCNwas added by bmurphy12/9/2015
WisdomTree Barclays U.S. Aggregate Bond Zero Duration FundAGZDwas added by bmurphy12/9/2015
PowerShares Variable Rate Preferred PortfolioVRPwas added by bmurphy10/22/2015
DJ Brookfield Global Infrastructure ETFTOLZwas added by bmurphy10/22/2015
SPDR MFS Systematic Value Equity ETFSYVwas added by bmurphy10/22/2015
SPDR MFS Systematic Growth Equity ETFSYGwas added by bmurphy10/22/2015
SPDR. MFS Systematic Core Equity ETFSYEwas added by bmurphy10/22/2015
SPDR Blackstone / GSO Senior Loan ETFSRLNwas added by bmurphy10/22/2015
SPDR Russell Small Cap Completeness ETFRSCOwas added by bmurphy10/22/2015
SPDR MSCI Japan Quality Mix ETFQJPNwas added by bmurphy10/22/2015
SPDR MSCI United Kingdom Quality Mix ETFQGBRwas added by bmurphy10/22/2015
SPDR MSCI Spain Quality Mix ETFQESPwas added by bmurphy10/22/2015
SPDR MSCI Germany Quality Mix ETFQDEUwas added by bmurphy10/22/2015
SPDR MSCI Canada Quality Mix ETFQCANwas added by bmurphy10/22/2015
SPDR MSCI Australia Quality Mix ETFQAUSwas added by bmurphy10/22/2015
PowerShares DWA Developed Markets Momentum PortfolioPIZwas added by bmurphy10/22/2015
PowerShares DWA Emerging Markets Momentum PortfolioPIEwas added by bmurphy10/22/2015
PowerShares DWA Momentum PortfolioPDPwas added by bmurphy10/22/2015
PowerShares FTSE RAFI Asia Pacific ex-Japan PortfolioPAFwas added by bmurphy10/22/2015
ProShares S&P 500 Aristocrats ETFNOBLwas added by bmurphy10/22/2015
Global X MLP ETFMLPAwas added by bmurphy10/22/2015
PowerShares Multi-Strategy Alternative PortfolioLALTwas added by bmurphy10/22/2015
SPDR Barclays International High Yield Bond ETFIJNKwas added by bmurphy10/22/2015
WisdomTree International Hedged Dividend Growth FundIHDGwas added by bmurphy10/22/2015
Schwab Fundamental U.S. Large Company IndexFNDXwas added by bmurphy10/22/2015
Schwab Fundamental International Large Company IndexFNDFwas added by bmurphy10/22/2015
Schwab Fundamental Emerging Markets Large Company Index ETFFNDEwas added by bmurphy10/22/2015
Schwab Fundamental International Small Cap Company indexFNDCwas added by bmurphy10/22/2015
Schwab Fundamental U.S. Broad Market Index ETFFNDBwas added by bmurphy10/22/2015
Schwab Fundamental U.S. Small Company IndexFNDAwas added by bmurphy10/22/2015
SPDR MSCI EM Beyond BRIC ETFEMBBwas added by bmurphy10/22/2015
ALPS Emerging Sector Dividend Dogs ETFEDOGwas added by bmurphy10/22/2015
WisdomTree Japan Hedged SmallCap Equity FundDXJSwas added by bmurphy10/22/2015
PowerShares DWA SmallCap Momentum PortfolioDWASwas added by bmurphy10/22/2015
WisdomTree Global ex-U.S. Growth FundDNLwas added by bmurphy10/22/2015
WisdomTree Emerging Markets Dividend Growth FundDGREwas added by bmurphy10/22/2015
Guggenheim BulletShares 2020 High Yield Corporate Bond ETFBSJKwas added by bmurphy10/22/2015
Guggenheim BulletShares 2019 High Yield Corporate Bond ETFBSJJwas added by bmurphy10/22/2015
PowerShares Russell 2000 Pure Value PortfolioPXSVwas removed by bmurphy10/22/2015
  was removed by bmurphy10/22/2015
  was removed by bmurphy10/22/2015
  was removed by bmurphy10/22/2015
Guggenheim S&P 500 Pure Value ETFRPVwas added by bmurphy9/19/2014
WisdomTree US Dividend Growth FundDGRWwas added by bmurphy9/19/2014
WisdomTree Global ex-US Real Estate FundDRWwas added by bmurphy9/19/2014
IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETFQAIwas added by bmurphy9/19/2014
ProShares RAFI Long/ShortRALSwas added by bmurphy9/19/2014
IQ Hedge Market Neutral Tracker ETFQMNwas added by bmurphy9/19/2014
IQ Merger Arbitrage ETFMNAwas added by bmurphy9/19/2014
WisdomTree Managed Futures Strategy FundWDTIwas added by bmurphy9/19/2014
ProShares Large Cap Core PlusCSMwas added by bmurphy9/19/2014
SPDR S&P Global Natural Resources ETFGNRwas added by bmurphy9/19/2014
IQ Global Resources ETFGRESwas added by bmurphy9/19/2014
Guggenheim S&P Global Water Index ETFCGWwas added by bmurphy9/19/2014
SPDR S&P Global Infrastructure ETFGIIwas added by bmurphy9/19/2014
IQ Global Agribusiness Small Cap ETFCROPwas added by bmurphy9/19/2014
ProShares High Yield-Interest Rate Hedged ETFHYHGwas added by bmurphy9/19/2014
SPDR Nuveen Barclays Capitl NY Mncpl BndINYwas added by bmurphy9/19/2014
SPDR Nuveen Barclays Cap Clfrn Mncpl BndCXAwas added by bmurphy9/19/2014
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundZROZwas added by bmurphy9/19/2014
PowerShares Global Short Term High Yield Bond PortfolioPGHYwas added by bmurphy9/19/2014
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded FundHYSwas added by bmurphy9/19/2014
PIMCO Investment Grade Corporate Bond Index Exchange-Traded FundCORPwas added by bmurphy9/19/2014
PowerShares International Dividend Achievers PortfolioPIDwas added by bmurphy9/19/2014
SPDR S&P BRIC 40 (ETF)BIKwas added by bmurphy9/19/2014
SPDR S&P China ETFGXCwas added by bmurphy9/19/2014
Guggenheim China Technology ETFCQQQwas added by bmurphy9/19/2014
Guggenheim S&P Smallcap 600 Pure Value ETFRZVwas added by bmurphy9/19/2014
Guggenheim S&P Midcap 400 Pure Value ETFRFVwas added by bmurphy9/19/2014
PowerShares Russell 2000 Pure Value PortfolioPXSVwas added by bmurphy9/19/2014
Guggenheim S&P Smallcap 600 Pure Growth ETFRZGwas added by bmurphy9/19/2014
Wilshire Micro-Cap ETFWMCRwas added by bmurphy9/19/2014
Direxion All Cap Insider Sentiment SharesKNOWwas added by bmurphy9/19/2014
Guggenheim S&P Midcap 400 Pure Growth ETFRFGwas added by bmurphy9/19/2014
  was added by bmurphy9/19/2014
ALPS Sector Dividend Dogs ETFSDOGwas added by bmurphy9/19/2014
Guggenheim S&P 500 Pure Growth ETFRPGwas added by bmurphy9/19/2014
Direxion NASDAQ 100 Equal Weighted Index SharesQQQEwas added by bmurphy9/19/2014
Direxion Shares Exchange Traded Fund TrustVSPYwas added by bmurphy9/19/2014
PowerShares Buyback Achievers PortfolioPKWwas added by bmurphy9/19/2014
PowerShares New York AMT-Free Municipal Bond PortfolioPZTwas removed by bmurphy9/19/2014
PowerShares California AMT-Free Municipal Bond PortfolioPWZwas removed by bmurphy9/19/2014
  was removed by bmurphy9/19/2014
  was removed by bmurphy9/19/2014
SPDR S&P Global Dividend ETFWDIVwas added by Ken Hong1/22/2014
SPDR SSgA Multi-Asset Real Return ETFRLYwas added by Ken Hong1/22/2014
SPDR SSgA Income Allocation ETFINKMwas added by Ken Hong1/22/2014
Guggenheim International Multi-Asset Income ETFHGIwas added by Ken Hong1/22/2014
SPDR SSgA Global Allocation ETFGALwas added by Ken Hong1/22/2014
SPDR Barclays Issuer Scored Corporate Bond ETFCBNDwas added by Ken Hong1/22/2014
SPDR Series TrustEMCDwas added by bmurphy9/9/2013
Guggenheim BulletShares 2018 High Yield Corporate Bond ETFBSJIwas added by bmurphy9/9/2013
Guggenheim BulletShares 2017 High Yield Corporate Bond ETFBSJHwas added by bmurphy9/9/2013
Guggenheim BulletShares 2016 High Yield Corporate Bond ETFBSJGwas added by bmurphy9/9/2013
Guggenheim BulletShares 2022 Corporate Bond ETFBSCMwas added by bmurphy9/9/2013
Guggenheim BulletShares 2021 Corporate Bond ETFBSCLwas added by bmurphy9/9/2013
SPDR Dow Jones Global Real Estate ETFRWOwas added by Kivalia2/8/2013
Schwab U.S. REIT ETFSCHHwas added by Kivalia2/8/2013
United States Gasoline Fund LPUGAwas added by Kivalia2/8/2013
United States 12 Month Natural Gas Fund LPUNLwas added by Kivalia2/8/2013
United States 12 Month Oil Fund LPUSLwas added by Kivalia2/8/2013
ETFS Physical Precious Metal Basket SharesGLTRwas added by Kivalia2/8/2013
ETFS Physical Palladium SharesPALLwas added by Kivalia2/8/2013
ETFS Platinum TrustPPLTwas added by Kivalia2/8/2013
ETFS Gold TrustSGOLwas added by Kivalia2/8/2013
ETFS Physical Silver SharesSIVRwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
CurrencyShares Australian Dollar TrustFXAwas added by Kivalia2/8/2013
CurrencyShares British Pound Sterling TrustFXBwas added by Kivalia2/8/2013
CurrencyShares Canadian Dollar TrustFXCwas added by Kivalia2/8/2013
CurrencyShares Euro TrustFXEwas added by Kivalia2/8/2013
CurrencyShares Swiss Franc TrustFXFwas added by Kivalia2/8/2013
CurrencyShares Swedish Krona TrustFXSwas added by Kivalia2/8/2013
CurrencyShares Japanese Yen TrustFXYwas added by Kivalia2/8/2013
United States Commodity Index FundUSCIwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Consumer Staples ETFRHSwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Energy ETFRYEwas added by Kivalia2/8/2013
PowerShares Global Gold and Precious Metals PortfolioPSAUwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Financials ETFRYFwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Healthcare ETFRYHwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Industrials ETFRGIwas added by Kivalia2/8/2013
PowerShares Preferred PortfolioPGXwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Materials ETFRTMwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Technology ETFRYTwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Utilities ETFRYUwas added by Kivalia2/8/2013
SPDR Nuveen Barclays Short Term Municipal Bond ETFSHMwas added by Kivalia2/8/2013
PowerShares New York AMT-Free Municipal Bond PortfolioPZTwas added by Kivalia2/8/2013
Schwab Short-Term U.S. Treasury ETFSCHOwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
SPDR Barclays International Treasury Bond ETFBWXwas added by Kivalia2/8/2013
SPDR Barclays Short Term International Treasury Bond ETFBWZwas added by Kivalia2/8/2013
SPDR Barclays International Corporate Bond ETFIBNDwas added by Kivalia2/8/2013
Powershares Dynamic Media PortfolioPBSwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight Consumer Discretionary ETFRCDwas added by Kivalia2/8/2013
Guggenheim BulletShares 2016 Corporate Bond ETFBSCGwas added by Kivalia2/8/2013
Guggenheim BulletShares 2017 Corporate Bond ETFBSCHwas added by Kivalia2/8/2013
Guggenheim BulletShares 2018 Corporate Bond ETFBSCIwas added by Kivalia2/8/2013
Guggenheim BulletShares 2019 Corporate Bond ETFBSCJwas added by Kivalia2/8/2013
Guggenheim BulletShares 2020 Corporate Bond ETFBSCKwas added by Kivalia2/8/2013
Schwab U.S. Aggregate Bond ETFSCHZwas added by Kivalia2/8/2013
SPDR Barclays Long Term Treasury ETFTLOwas added by Kivalia2/8/2013
PowerShares California AMT-Free Municipal Bond PortfolioPWZwas added by Kivalia2/8/2013
SPDR Nuveen Barclays Municipal Bond ETFTFIwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
PowerShares Fundamental High Yield Corporate Bond PortfolioPHBwas added by Kivalia2/8/2013
SPDR Nuveen S&P High Yield Municipal Bond ETFHYMBwas added by Kivalia2/8/2013
Schwab U.S. TIPs ETFSCHPwas added by Kivalia2/8/2013
Schwab Intermediate-Term U.S. Treasury ETFSCHRwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
SPDR Russell Nomura PRIME Japan (ETF)JPPwas added by Kivalia2/8/2013
SPDR S&P Emerging Latin America ETFGMLwas added by Kivalia2/8/2013
SPDR S&P Emerging Asia Pacific ETFGMFwas added by Kivalia2/8/2013
SPDR MSCI ACWI IMI ETF USACIMwas added by Kivalia2/8/2013
PowerShares Senior Loan PortfolioBKLNwas added by Kivalia2/8/2013
SPDR Barclays Convertible Securities ETFCWBwas added by Kivalia2/8/2013
PowerShares Chinese Yuan Dim Sum Bond PortfolioDSUMwas added by Kivalia2/8/2013
SPDR Barclays Emerging Markets Local Bond ETFEBNDwas added by Kivalia2/8/2013
PowerShares Emerging Markets Sovereign Debt PortfolioPCYwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
SPDR STOXX Europe 50 ETFFEUwas added by Kivalia2/8/2013
SPDR MSCI ACWI ex-US ETFCWIwas added by Kivalia2/8/2013
Schwab International Equity ETFSCHFwas added by Kivalia2/8/2013
SPDR S&P International Dividend ETFDWXwas added by Kivalia2/8/2013
PowerShares S&P International Developed Low Volatility PortfolioIDLVwas added by Kivalia2/8/2013
SPDR S&P International Mid Cap (ETF)MDDwas added by Kivalia2/8/2013
Schwab International Small-Cap Equity ETFSCHCwas added by Kivalia2/8/2013
PowerShares India PortfolioPINwas added by Kivalia2/8/2013
Guggenheim China Small Cap ETFHAOwas added by Kivalia2/8/2013
Guggenheim China All-Cap ETFYAOwas added by Kivalia2/8/2013
SPDR S&P Emerging Markets Dividend ETFEDIVwas added by Kivalia2/8/2013
Guggenheim BRIC ETFEEBwas added by Kivalia2/8/2013
PowerShares S&P Emerging Markets Low Volatility PortfolioEELVwas added by Kivalia2/8/2013
Guggenheim MSCI Emerging Markets Equal Weight ETFEWEMwas added by Kivalia2/8/2013
SPDR S&P Emerging Markets SmallCap ETFEWXwas added by Kivalia2/8/2013
Guggenheim Frontier Markets ETFFRNwas added by Kivalia2/8/2013
SPDR S&P Emerging Middle East & Africa ETFGAFwas added by Kivalia2/8/2013
Schwab Emerging Markets Equity ETFSCHEwas added by Kivalia2/8/2013
PowerShares S&P 500 Low Volatility PortfolioSPLVwas added by Kivalia2/8/2013
Schwab U.S. Mid-Cap ETFSCHMwas added by Kivalia2/8/2013
SPDR S&P 400 Mid Cap Value ETFMDYVwas added by Kivalia2/8/2013
SPDR S&P 400 Mid CapGrowth ETFMDYGwas added by Kivalia2/8/2013
PowerShares S&P 500 High Beta Port ETFSPHBwas added by Kivalia2/8/2013
  was added by Kivalia2/8/2013
Schwab US Small-Cap ETFSCHAwas added by Kivalia2/8/2013
SPDR S&P 600 Small Cap Growth ETFSLYGwas added by Kivalia2/8/2013
SPDR S&P 600 Small CapValue ETFSLYVwas added by Kivalia2/8/2013
Guggenheim S&P 500 Equal Weight ETFRSPwas added by Kivalia2/8/2013
Schwab US Broad Market ETFSCHBwas added by Kivalia2/8/2013
Schwab US Dividend Equity ETFSCHDwas added by Kivalia2/8/2013
Schwab US Large-Cap ETFSCHXwas added by Kivalia2/8/2013
Guggenheim S&P 500 Top 50 ETFXLGwas added by Kivalia2/8/2013
Schwab U.S. Large-Cap Growth ETFSCHGwas added by Kivalia2/8/2013
Guggenheim Multi-Asset Income ETFCVYwas added by Kivalia2/8/2013
Guggenheim Defensive Equity ETFDEFwas added by Kivalia2/8/2013
Schwab U.S. Large-Cap Value ETFSCHVwas added by Kivalia2/8/2013

COMMENTS

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bmurphy 2/15/2013 5:33:26 PM Four of the Schwab OneSource ETFs are not in our database at present. These are EMCD, BSJG, BSJH, BSJI. They should be added within the next few months.
Ken Hong 1/22/2014 9:38:36 AM Eight Schwab OneSource ETF's are not in the Kivalia DB: BSJJ, BSJK, FNDA, FNDB, FNDC, FNDE, FNDF, and FNDX. Please added these when they become available.
bmurphy 9/19/2014 9:31:00 PM Added new ETFs to the list based on Schwab's changes. Still missing 35 ETFs.
bmurphy 10/22/2015 12:03:13 PM Made quite a few additions to the fund lineup. Still missing 35 ETFs with less than 1yr. trading history.
bmurphy 12/9/2015 4:36:13 PM 12/10/15 - Plan is up to date as of today. All ETFs are included in the list.
bmurphy 4/18/2016 4:29:40 PM Changed ETF list to reflect current Schwab onesource list. Missing 15 tickers at present.
bmurphy 7/15/2017 2:18:49 PM Updated list to reflect most recent Schwab No-Cost ETF list. Missing 11 funds that will be added over coming months.
bmurphy 10/30/2017 4:00:17 PM Plan is updated as of today. Missing 5 ETFs - GLDW, HYLB, SCHK, SPMD, SPTL
bmurphy 1/18/2018 8:53:48 PM Plan is updated as of today. Missing 14 ETFs - BSCR, BSJP, CN, CSML, GLDW, HYLB, MFDX, MFEM, MFUS, PFFD, SCHK, SPMD, SPTL, WTMF.
bmurphy 7/7/2018 9:41:49 PM Missing BSCR, HYDW, HYUP, JPMB, OMFL, SCHK, SHYL