A tooltip:diversified portfolio||Tailored to your unique goals and risk preferences, our solutions use an advanced algorithm and the professional insight of the Charles Schwab Investment Advisory, Inc. (CSIA) team. You’ll get a diversified portfolio composed of low-cost exchange-traded funds (ETFs), all handpicked by CSIA. Portfolios generally include up to 20 asset classes across stocks, fixed income, real estate, and commodities, as well as an FDIC-insured cash component—so they’re truly diversified. After the ETFs are chosen, the experts at CSIA monitor their performance on an ongoing basis to make sure the ETFs continue to provide consistency and diversity.] of e
exchange-traded fundsTooltip
An ETF (exchange-traded fund) contains a portfolio of securities, such as stocks or bonds, and it trades intraday on an exchange. A low-cost way to build a diversified portfolio, an ETF can provide diversified exposure to a particular segment of the market, to a specific industry, or to a particular geographical region.
(ETFs) chosen by Schwab experts and tailored to your goals
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Daily monitoring and
automatic rebalancingTooltip
The act of periodically buying or selling assets to restore your portfolio to its original target allocations. Our advanced algorithm automatically rebalances your portfolio when an asset class shifts above or below its target range.
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Tax-loss harvestingTooltip
Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Schwab Intelligent Portfolios account. Clients must choose to activate this feature. Please be aware that the ability to realize significant tax benefits from tax-loss harvesting depends upon a variety of factors, and no assurance can be offered that a particular investor will in fact realize significant tax benefits.
