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Automated Investing | Schwab Intelligent Portfolios | Charles Schwab
Schwab Intelligent Portfolios® is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.
Schwab Intelligent Portfolios Historical Performance | Charles Schwab
This interactive tool allows you to see historical returns for a sample of some of the available portfolios.
Understand returns on your investments over time and how they're contributing to your goals.
Help stay on track with your investment goals by maintaining your original asset allocation or making adjustments to reflect changes in your risk profile.
Understand the impact of health care costs on your investments and retirement plans, including Medicare, HSAs, and long-term care.
Find out more about investing in REITs and the impact of real estate on the markets.
Understand how and when to use orders to buy and sell a security, including market, limit, and stop orders.
Read our take on current events and their impact on commodities markets.
Susan Hirshman | Charles Schwab
Susan Hirshman, CFA, CFP, CPA, CWS, is Director of Wealth Management for Schwab Wealth Advisory and the Schwab Center for Financial Research. She partners with Schwab Wealth Advisors to inspire, educate, and collaborate with high-net-worth and ultra-high-net-worth clients and help them achieve their goals.
Jeannie Bidner | Charles Schwab
Jeannie Bidner is a Managing Director and Head of the Branch Network at Charles Schwab & Co. Inc. (Schwab). She has been with the firm since 2006 and is responsible for overseeing the firm's nearly 400 branch locations across 48 states as well as the centralized national branch teams.