Schwab Intelligent Portfolios® Investing Insights

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

How Schwab Intelligent Portfolios works

New Schwab Intelligent Portfolios Blog

We've streamlined your Schwab Intelligent Portfolios experience to bring you direct access to product information while simplifying your log-in experience.

November 16, 2023

Tracking Portfolio Performance

The S&P 500® Index may be the most familiar but considering other indices can offer a clearer picture of how different asset classes are performing.

May 17, 2023

Why Diversification Matters

Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.

July 23, 2019

The Team Behind Our Robo Advisor

Your Schwab Intelligent Portfolios® account is much more than just an algorithm. It's an automated portfolio with human oversight. Schwab Intelligent Portfolios was designed to use a combination of people and technology to help make investing more accessible, more efficient and lower cost.

September 29, 2022

Market commentary

Q4 2023 Market Performance

The fourth quarter of 2023 saw positive returns in every asset category, with all Intelligent Portfolio models having positive returns for the year.

January 31, 2024

Learn more about automated investing

Portfolio Customization Tips

Learn about ways you can personalize your Schwab Intelligent Portfolios account along with key feature benefits and activation tips.

March 08, 2022 Jack Hanna

Managing market volatility

Planning for Market Turbulence

Having a long-term strategic asset allocation plan and sticking to that plan through periods of market volatility are among the keys to long-term investment success.

October 10, 2022 David Koenig