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Schwab Managed Portfolios™

Schwab Managed Portfolios – ETFs


Schwab Managed Portfolios™ – ETFs offer broadly diversified, professionally managed portfolios of ETFs designed to match your investment strategy and tolerance for risk. Each ETF portfolio is managed for you by the investment professionals at Charles Schwab Investment Advisory.

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.*
*See below for important information regarding the Satisfaction Guarantee.

What do I receive if Schwab Managed Portfolios – ETFs are right for me?

  • Twelve model portfolios to help you strike the right balance between income and growth
  • Broad diversification that matches your objectives
  • Exposure to a wide variety of asset classes, including real estate and commodities
  • A wide range of securities within each asset class, through low-cost, diversified ETFs
  • Ongoing professional management by experts who rebalance your portfolio regularly and provide regular updates

What are the fees and minimums?

  • Investment minimum: $25,000
  • Annual program fees:

    - First $100,000: 0.90%
    - Next $400,000: 0.75%
    - Next $500,000: 0.65%
    - Over $1,000,000: 0.50%

Questions? We're ready to help.

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Contact us today to discuss professional investment management that's right for you.

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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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