Category: Charles Schwab

Vanguard, Fidelity, Charles Schwab have a small number of stock index funds with roughly parallel histories which allow us to examine the historical security lending income generated by the respective funds. The five funds include a US total stock market …

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The spreadsheet links below contain annual per share distribution data for Fidelity  index funds and Charles Schwab index and index exchange-traded funds. These distributions include dividend distributions, capital gains distributions, and return of capital distributions. The data is derived from …

Fidelity and Schwab index funds: per share distributions Read More »