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Businessman and woman reviewing a document together

Schwab Managed Portfolios

Welcome to Schwab Managed Portfolios™, providing you access to actively managed diversified portfolios.

Ready to take your portfolio to the next level? Call 866-855-5689.

Choose from two managed portfolio options.

Schwab Managed Portfolios provide professionally managed, broadly diversified portfolios of mutual funds or exchange-traded funds (ETFs) with competitive fees and minimums.

  • Schwab Managed Portfolios–Mutual Funds

  • Schwab Managed Portfolios–ETFs

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Why choose Schwab?

Every Schwab Managed Portfolios account is managed by the investment professionals at Charles Schwab Investment Management. You'll get:

  • Broad portfolio diversification to help manage risk and pursue growth
  • Access to professionally managed portfolios designed for today’s volatile markets
  • Exposure to a wide range of asset classes
  • Ongoing investment monitoring and portfolio rebalancing
  • Satisfaction guarantee

Investment help when you need it.

  • Help from your Financial Consultant.

  • Help from an Investment Consultant.


Make solid investment decisions by reviewing important details.

  • Schwab Managed Portfolios - Mutual Funds
  • Schwab Managed Portfolios - ETFs
  • Minimum Investment
  • Schwab Managed Portfolios - Mutual Funds
    $25,000
  • Schwab Managed Portfolios - ETFs
    $25,000
  • Fees
  • Schwab Managed Portfolios - Mutual Funds
    • First $100,000: 0.90%
    • Next $150,000: 0.70%
    • Next $250,000: 0.50%
    • Next $500,000: 0.30% 
    • Over $1,000,000: 0.20%

  • Schwab Managed Portfolios - ETFs
    • First $100,000: 0.90%
    • Next $400,000: 0.75%
    • Next $500,000: 0.65%
    • Over $1,000,000: 0.50%

Satisfaction Guarantee

At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with Schwab Managed Portfolios, we'll refund your program fee from the previous quarter and work with you to make things right.*
 

*Refund requests must be received within 90 days of the date the fee was charged. Go to schwab.com/satisfaction to learn what's included and how it works.

Questions? We're ready to help.