Businessman and woman reviewing a document together
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

Woman sitting on bed working on laptop

Why choose Schwab?

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

  • Broad portfolio diversification to help manage risk and pursue growth and income
  • 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

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.*

 

*Go to schwab.com/satisfaction to learn what's included and how it works.

Kiplinger

Kiplinger's logo

Schwab ranked #1 in Advisory Services in Kiplinger's 2019 Best Online Brokers review.

Questions? We're ready to help.