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Schwab Managed Portfolios

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

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

Contact your Schwab Financial Consultant or connect with us to learn more.

Let's talk

Why choose Schwab?

Every Schwab Managed Portfolios account is managed by the investment professionals at Schwab Asset 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

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%

Looking for help? Let's start a conversation.

Tell us about yourself so we can help connect you to the support you need. Just answer a few questions and we’ll reach out by email or phone.

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.