Schwab Managed Portfolios

Welcome to Schwab Managed Portfolios™, providing you access to actively managed diversified portfolios.

Ready to take your portfolio to the next level? Call 866-855-5689.

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Choose from two managed portfolio options.

Schwab Managed Portfolios provide professionally managed, broadly diversified portfolios of mutual funds or exchange-traded funds (ETFs) with competitive fees and minimums.

  • Schwab Managed Portfolios–Mutual Funds

    What's included?

    • Twenty-four taxable and tax-aware model portfolios, with a range of strategies from conservative income to aggressive growth
    • Portfolio diversification that matches your risk tolerance
    • A professional portfolio management team who selects and monitors your investment funds, adjusts allocations based on economic and market cycles, and rebalances the portfolios on an ongoing as well as annual basis
    • All the benefits of mutual funds including fund managers actively selecting and monitoring individual securities within each fund

  • Schwab Managed Portfolios–ETFs

    What's included?

    • Twelve model portfolios to help you strike the right balance between income and growth
    • Broad diversification that matches your objectives
    • Exposure to a wide variety of asset classes, including real estate and commodities
    • A wide range of securities within each asset class, through low-cost, diversified ETFs
    • Ongoing professional management by experts who select and monitor the underlying ETFs in the portfolios, adjust allocations based on economic and market cycles, and rebalance the portfolios on an ongoing as well as annual basis

Why choose Schwab?

Every Schwab Managed Portfolios account is managed by the investment professionals at Schwab Asset Management™ You'll get:

  • Broad portfolio diversification to help manage risk and pursue growth
  • Access to professionally managed portfolios designed for today’s volatile markets
  • Exposure to a wide range of asset classes
  • Ongoing investment monitoring and portfolio rebalancing
  • Satisfaction guarantee

Investment help when you need it.

  • Help from your Financial Consultant.

    If you already work with a Financial Consultant, contact them and they'll provide guidance on your overall financial picture as well as assistance with your Schwab Managed Portfolio.

  • Help from an Investment Consultant.

    If you don't work with a dedicated Financial Consultant, you have access to the Portfolio Solutions Group, an experienced team of Investment Consultants who'll work with you to help you achieve your goals. They can discuss your financial needs, review your portfolio, and answer your specific investing questions.

    If you're a client and would like to speak with an Investment Consultant, call 877-316-6400.

Make solid investment decisions by reviewing important details.

  • Schwab Managed Portfolios - Mutual Funds
  • Schwab Managed Portfolios - ETFs
  • Minimum Investment
  • Schwab Managed Portfolios - Mutual Funds
    $25,000
  • Schwab Managed Portfolios - ETFs
    $25,000
  • Fees
  • Schwab Managed Portfolios - Mutual Funds
    • First $100,000: 0.90%
    • Next $150,000: 0.70%
    • Next $250,000: 0.50%
    • Next $500,000: 0.30% 
    • Over $1,000,000: 0.20%

  • Schwab Managed Portfolios - ETFs
    • First $100,000: 0.90%
    • Next $400,000: 0.75%
    • Next $500,000: 0.65%
    • Over $1,000,000: 0.50%

Satisfaction Guarantee

At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with Schwab Managed Portfolios, we'll refund your program fee from the previous quarter and work with you to make things right.*
 

*Refund requests must be received within 90 days of the date the fee was charged. Go to schwab.com/satisfaction to learn what's included and how it works.

Questions? We're ready to help.