Schwab Intelligent Portfolios® Investing Insights

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

How Schwab Intelligent Portfolios works

Your 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

Q3 2024 Market Performance

Every asset class in our investment universe delivered positive returns in the third quarter, helping Schwab Intelligent Portfolios® rise in value.

October 25, 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.

June 27, 2024

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.

June 27, 2024

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.

Schwab Intelligent Portfolios® and Schwab Intelligent Portfolios Premium® are 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.

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