Intro music plays.
Narrator: Are you looking to uncover unique investing opportunities? Schwab Investing Themes uses research to identify trends, opportunities, and relevant companies, and groups them into themes that provide unique investing opportunities.
Schwab Investing Themes page scrolls.
Narrator: To access Themes, select Trade, then select Schwab Investing Themes. From here, you can explore the catalog of themes available. Sort themes based on a range of filters, then select a theme that you'd like to review.
Trade, then Schwab Investing Themes is selected. A filter is clicked, then a theme is selected.
Narrator: Using our research and proprietary technology, we identify trends and uncover relevant stocks that are grouped into themes. Scroll down to view the securities in the theme and note that each security is weighted based on the results of Schwab's analysis.
To customize the theme before trading, select Customize. Before buying your first theme, carefully review and acknowledge the terms and conditions.
Customize is selected.
Narrator: Here you can alter the weighting of the securities in the theme to suit your personal preferences and investment goals, and add or remove positions before you place your trade. Note that other securities will automatically adjust to retain the same relative weighting. When ready, select Trade to open a Schwab Investing Themes order page, which will look slightly different from a usual order page.
Trade is selected.
Narrator: Select the desired account, action, and dollar amount, and the system will automatically indicate how many full and fractional shares of each security will be included in the order. The minimum trade amount for any theme is $250. When ready, select Review Order. Carefully review the trade details, then select Place Trade.
Trade amount is entered, then Place Trade is selected.
Narrator: Want to review or sell your theme? From the Schwab Investing Themes page, select My Themes. Here you can review the themes you currently hold in your account. To sell a theme, select Trade next to the desired theme to open an order page.
Trade is selected.
Narrator: Under Action, select Sell or Sell all depending on how much of the theme you are interested in selling, but for this example, we'll select Sell to trade a portion of the theme. Enter the desired amount of the theme to sell, and note that you must trade at least $250 of the theme.
Sell is selected, and an amount is entered.
Narrator: Select Review order, then when ready, select Place order to place your trades.
Review order, then Place order is selected.
Narrator: With Schwab Investing Themes, you have transparency and control over all of the individual securities within a purchased theme. If you would like to review those individual positions, navigate to Accounts, then select Positions.
Accounts, then Positions is selected.
Narrator: Please note that the positions displayed on the Positions page will not be grouped by theme, but you can identify the securities that are a part of one or more themes that you own. Select the Show theme quantity checkbox to display columns that indicate how many shares of each stock are in a theme.
Show theme quantity is selected, and new columns appear.
Narrator: As with other positions that you hold, you can choose to sell or buy more of the position by selecting the drop-down menu to the right of the position, then Buy shares or Sell shares.
Drop-down menu is selected.
Narrator: Please note that buying or selling positions within a theme will customize the composition of that theme. Select View themes to navigate back to the My themes page, where you can view the positions within your themes.
View themes link is selected.
Video outro plays.