Schwab Rule 12d1-4 FORM OF FUND OF FUNDS INVESTMENT AGREEMENTFund of Funds Investment Agreement • March 2nd, 2022 • Schwab Strategic Trust • California
THIS AGREEMENT, dated as of [_________], by and among [Name of Fund Trust], a [form of organization] under the laws of [place of organization] (the “Acquiring Management Company”), on behalf of its series identified on Schedule A, severally and not jointly (each, an “Acquiring Fund,” and collectively, the “Acquiring Funds”), and Schwab Strategic Trust, a statutory trust organized under the laws of the State of Delaware (the “Trust”), on behalf of its series identified on Schedule B, severally and not jointly (each, an “Acquired Fund” and, collectively, the “Acquired Funds”).
