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Schwab Intelligent Portfolios^® Investing Insights

Learn more about how automated investing can help you build and manage your portfolio.

Featured robo-advice articles

Explore articles on automated investing, portfolio management, and market performance - all designed to help you make informed decisions with automated investing.

Quarterly market and automated investing commentary

Our quarterly market commentary, including a review of how Schwab Intelligent Portfolios performed.

Keeping Track of Your Portfolio's Performance

Tools for measuring portfolio performance and progress toward your financial goals.

Overcoming Volatility with Tax-loss Harvesting

How our powerful automated tool can help reduce current tax liabilities for taxable accounts.

A Guide to Risk Profiles

Understanding portfolio performance expectations across time and market conditions.

The Team Behind Our Robo Advisor

How our people and technology combine to help make investing more accessible and efficient.

Rebalancing in Action

Learn how to keep your portfolio's risk exposure consistent over time through regular rebalancing.

Additional resources

Enhance your knowledge of automated investing with FAQs and other rich resources, designed to help you get more familiar with Schwab Intelligent Portfolios.

Get answers to Frequently Asked Questions (FAQs)

Will You Hit Your Savings Target?

How to Determine Your Risk Tolerance Level

Account Types with Schwab Intelligent Portfolios

Portfolio Customization Tips

Stay the Course When Markets Turn Turbulent

What Is Dollar-Cost Averaging?

The Benefits of Diversification

Guide to Asset Classes & ETFs

Goal Tracker for Schwab Intelligent Portfolios

Please read the Schwab Intelligent Portfolios disclosure brochure at Schwab.com/transparency/advisory for important information, pricing, and disclosures relating to the Schwab Intelligent Portfolios program.

Schwab Intelligent Portfolios is made available through Charles Schwab & Co., Inc. ("Schwab"), a dually registered investment adviser and broker-dealer. Portfolio management services are provided by Charles Schwab Investment Management, Inc. ("CSIM"). Schwab and CSIM are subsidiaries of The Charles Schwab Corporation.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

(1225-95R3)

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.

© 2026 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

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