Skip to main navigation Skip to content
  • Find a Branch
  • Call
    • Schwab Brokerage800-435-4000
    • Schwab Password Reset800-780-2755
    • Schwab Bank888-403-9000
    • Schwab Intelligent Portfolios®855-694-5208
    • Schwab Trading Services888-245-6864
    • Workplace Retirement Plans800-724-7526
    More ways to contact Schwab
    • Schwab.com
    • 中文登入
    • Schwab International
    • Schwab Advisor Services™
    • Schwab Intelligent Portfolios®
    • Schwab Alliance
    • DAFgiving360™
    • Retirement Plan Center
    • Equity Awards Center®
    • Schwab 529
    • Learning Quest® 529
    • Charles Schwab Investment Management (CSIM)
    • Accounts
      • Brokerage and Trading
      • Retirement Accounts (IRAs)
      • Education and Custodial
      • Personal Choice Retirement
      • Small Business
      • Open an Account
    • Trading
      • Schwab Trading Powered by Ameritrade™
      • thinkorswim® Trading Platforms
      • Platforms Overview
      • Education
      • Support
      • Order Execution
      • Research
    • Investment Products
      • Mutual Funds
      • ETFs
      • Stocks
      • Options
      • Futures
      • Bonds, CDs & Fixed Income
      • Money Market Funds
      • Cash Solutions & Rates
      • Annuities
      • Cryptocurrency
      • More Investment Products
    • Banking & Borrowing
      • Bank Offerings
      • Checking
      • Savings
      • Home Loans & Rates
      • Pledged Asset Line
      • Credit Cards
    • Featured Offerings
      • Schwab Investing Themes™
      • Schwab Starter Kit™
      • Schwab Stock Slices™
      • Schwab Personalized Indexing™
      • Generating Retirement Income
      • Tax-Efficient Investing
      • Schwab Personal Trust Services
      • Alternative Investments
    • Advice Solutions
      • Schwab Wealth Advisory™
      • Automated Investing with Guidance
      • Automated Investing
      • More Advice Solutions
    • Financial Planning
      • Financial Planning Offering
      • How Much You Need to Retire
      • Planning Calculators
      • Complimentary Plan
    • Pricing
      • Commissions and Fees
      • Understanding Investment Fees
      • Low-Cost Investments
    • Transferring Accounts
      • Costs and Considerations
    • Other Details
      • Client Relationship Summaries

    $0 online equity trade commissions + Satisfaction Guarantee.

    See our pricing

    • The Schwab Difference
      • Why Choose Schwab
      • Our Education
      • Our Satisfaction Guarantee
      • Our Security Knowledge Center
      • Our Experts
      • Our Account Protections
    • Ways to Invest with Us
      • Overview
      • Self-Directed Investing
      • Active Trading
      • Automated Investing
      • Wealth and Investment Management Solutions
    • How We Compare
      • Compare Us to Our Competitors
      • See Our #1 Rankings

    More choices. More ways to invest how you want.

    Explore ways to invest

    • Insights & Education
      • Overview
      • Stocks
      • ETFs
      • Mutual Funds
      • Bonds
      • Fixed Income
      • Portfolio Management
      • Options
      • Futures
      • Forex
      • Technical Analysis
      • Fundamental Analysis
    • Trading
      • Overview
      • thinkorswim Demos
    • Market Commentary
      • Overview
      • Government Policy
      • International
    • Planning & Retirement
      • Financial Planning
      • College & Education
      • Estate Planning
      • Saving for Retirement
      • Living in Retirement
      • Tax Planning
      • Investing Principles
    • Media
      • Onward Magazine
      • Podcasts
      • Schwab Coaching
      • Schwab Network
Open an Account

Schwab Intelligent Portfolios® White Papers

Schwab Intelligent Portfolios Guide to Asset Classes & ETFs

Get the information you need about asset classes that are found in Schwab Intelligent Portfolios. Learn about the investments that are included in each asset class, the role each plays in a portfolio, and performance patterns.

The Benefits of Diversification: Asset Classes Included in Schwab Intelligent Portfolios

Explore the basics of Schwab Intelligent Portfolios Investment Strategy plans. Learn more about long-term, strategic asset allocation and diversification specific to your goals.

Goal Tracker for Schwab Intelligent Portfolios

Use the Schwab Intelligent Portfolios Goal Tracker to project hypothetical performance for your portfolio and monitor whether you are "on target" towards reaching your goal.

Schwab Intelligent Portfolios: Our Approach to Portfolio Construction

Learn more about how Schwab Intelligent Portfolios constructs portfolios. We believe investors should be well diversified within and across asset classes. This means you can strategize and learn how combining asset classes through diversification could be beneficial in various market conditions.

Schwab Intelligent Portfolios ETF Lineup

Access the full description of ETFs and learn about their specific criteria. From providing exposure to broad asset classes to low operating expense ratios, this guide will help you strategize and analyze your ETFs with confidence.

Please read the Schwab Intelligent Portfolios Solutions disclosure brochures for important information, pricing, and disclosures relating to Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium programs.

(0825-BT3J)
Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co. Inc. (Member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

YouTube Twitter Facebook LinkedIn
Own your tomorrow logo
  • Accounts
    • Brokerage
    • 401(k) Rollover
    • Individual Retirement Accounts (IRAs)
    • Schwab Bank Checking
    • Small Business Retirement
    • See More Accounts
  • Investment Products
    • Stocks
    • Mutual Funds
    • Exchange Traded Funds (ETFs)
    • Annuities
    • Bonds
    • See More Investment Products
  • Trading
    • Trading Platforms
    • Execution Quality
    • Options
    • Futures
  • Research & Tools
    • Retirement Calculator
    • Roth vs. Traditional IRA Calculator
    • Research Tools
    • Mobile Apps
  • Learn
    • Insights & Education
    • Trading
    • Market Commentary
    • Planning & Retirement
    • Podcasts
    • Schwab Network
  • About Schwab
    • Why Schwab
    • Compare Us
    • Satisfaction Guarantee
    • Forms & Applications
    • Pricing
    • Notify us of a Death
  • SchwabSafe
  • Privacy
  • Additional Schwab Sites
  • Site Map
  • Business Continuity
  • Financial Statement
  • Accessibility Help
  • Contact Us
  • About Schwab
  • Careers
  • Investment Professionals' Compensation
  • Important Notices
  • Account Protection
  • SIPC®
  • FDIC Insurance
  • FINRA's Broker Check
  • Bank Client Complaints
  • Client Relationship Summaries

(1124-0VG4)