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.
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.
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.
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.
Market commentary
Q3 2023 Market Performance
Financial markets experienced some volatility in Q3 that resulted in flat to slightly negative returns for most portfolios, though all remained strongly positive year to date.
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.
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.
