AMENDMENT To Transfer Agency and Service Agreement Between The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, Schwab Annuity Portfolios and Boston Financial Data Services, Inc.Transfer Agency and Service Agreement • December 22nd, 2016 • Schwab Capital Trust
This Amendment is made this 3rd day of October, 2016 and effective as of May 1, 2016, between The Charles Schwab Family of Funds, Schwab Investments, Schwab Capital Trust, and Schwab Annuity Portfolios (each, a “Fund”, and collectively, the “Funds”) and Boston Financial Data Services, Inc. (the “Transfer Agent”). In accordance with Section 3 (Fees and Expenses) and Section 16.1 (Amendment) of the Transfer Agency and Service Agreement dated July 1, 2009 between the Funds and Transfer Agent (the “Agreement”) the parties desire to amend the Agreement as set forth herein.
INVESTMENT SUB-ADVISORY AGREEMENTInvestment Sub-Advisory Agreement • December 22nd, 2016 • Schwab Capital Trust • New York
AGREEMENT made this 14th day of December, 2016, by and between, Charles Schwab Investment Management, Inc. (“CSIM”), and Voya Investment Management Co. LLC (“Sub-Adviser”).
