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- Schwab 529 Plan | Charles Schwab
Estimated underlying investment expenses: Range from 0 05% to 0 10% for enrollment year portfolios A 0 01% plan management fee and 0 01% state administrative fee apply to every portfolio Consult the plan description for each portfolio's individual expense ratio
- Is Charles Schwab 529 Plan Worth It In 2026? - Brokerage Reviews
Schwab does charge an annual fee for its 529 plan, which is based on the account’s balance The 529 plans investing in index funds have a fee of 0 20% per year For plans using actively managed funds, fees range from 0 34% to 0 82%, depending on the specific investments Updated on 1 17 2026
- Schwab 529 Plan
The Plan was created by the Kansas State Legislature under the provisions of Section 529 of the Internal Revenue code and is administered by the Kansas State Treasurer
- Schwab 529 Education Savings Plan - Saving for College
Contributions to Kansas AND non-Kansas state-sponsored 529 plans of up to $3,000 per beneficiary per year by an individual, and up to $6,000 per beneficiary per year by a married couple filing jointly, are deductible in computing Kansas taxable income Rollover contributions are not deductible
- Supplement to the Schwab 529 Education Savings Plan Guide and . . .
Expense ratios are determined from the underlying fund’s most recent shareholder report Such expense ratios are then multiplied by the portfolio’s expected underlying holdings as of August 31, 2023
- The Best 529 College Plans of 2025 - CNBC
We looked at 529 plans offering more passive investments, such as index funds, with expense ratios as a major deciding factor These costs also affect the amount investors can save
- Is Schwabs 529 plan any good? : r Schwab - Reddit
As my investments are with Schwab, I'm leaning towards just opening the 529 plan with Schwab for ease of management The fees look like 0 2% which is actually less than the 0 24% I'm paying in the Oregon plan
- Charles Schwab 529 Plan Review (2026) - Top Rated Firms
There is also no fee to open an account A 529 plan can be started at Schwab with no initial deposit if desired The 529 plan charges a program management fee of either 0 18% or 0 20%, depending on the chosen portfolio This is in addition to the fund expense ratios, which range from 0 07% to 0 68% Opening a 529 Plan at Schwab
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