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@Observant1 Don’t most TRP funds already trade NTF at Schwab?
Yes, most TRP funds are NTF at Schwab. Being a new Schwab customer, I was unaware of this at the time.
"T. Rowe Price compensates Schwab to market and promote its mutual funds; however, this compensation does not impact selection of any fund on the Select List. Schwab has a conflict because we receive compensation for marketing if you buy a fund from T. Rowe Price and we also benefit financially if you buy a Schwab-affiliated fund. This is not a recommendation."
I screened for all T. Rowe Price mutual funds available at Schwab today. Results were filtered for NTF and TF funds. There were 135 NTF funds and 8 TF funds.
T. Rowe Price Funds with Schwab Transaction Fees
PBDIX - Up to $74.95 PEXMX - Up to $74.95 PIEQX - Up to $74.95 POMIX - Up to $74.95 PREIX - Up to $74.95 PRTIX - Up to $74.95 PRULX - Up to $74.95 TLDTX - Up to $74.95
@Sven I am DIY and don’t have a Schwab advisor, only a standard Financial Consultant who was assigned to me out of one of their corporate offices. I never had any luck getting a waiver from my local office. When I asked my consultant, they connected me with a Trading Consultant out of Chicago who added the waivers to my account.
Comments
Being a new Schwab customer, I was unaware of this at the time.
"T. Rowe Price compensates Schwab to market and promote its mutual funds; however,
this compensation does not impact selection of any fund on the Select List.
Schwab has a conflict because we receive compensation for marketing if you buy a fund from T. Rowe Price
and we also benefit financially if you buy a Schwab-affiliated fund. This is not a recommendation."
I screened for all T. Rowe Price mutual funds available at Schwab today.
Results were filtered for NTF and TF funds.
There were 135 NTF funds and 8 TF funds.
T. Rowe Price Funds with Schwab Transaction Fees
PBDIX - Up to $74.95
PEXMX - Up to $74.95
PIEQX - Up to $74.95
POMIX - Up to $74.95
PREIX - Up to $74.95
PRTIX - Up to $74.95
PRULX - Up to $74.95
TLDTX - Up to $74.95