Thematic investing. Invest in ideas you believe in.
Discover and invest in trends and new opportunities in over 40 themes built with Schwab's proprietary research.
Introducing Schwab Investing Themes™.
Choose from over 40 themes, each with up to 25 research-backed stocks that you can customize and trade in a few clicks—all with no fees to access.
New to thematic investing? Find out more.
Discover a wide range of themes.
From Artificial Intelligence to Renewable Energy—and many more—our themes help you uncover new opportunities.
Let our research do the heavy lifting.
Using our research and proprietary technology, we identify trends and uncover relevant stocks that are grouped into themes.
Customize and trade in a few clicks.
Get started with our easy-to-use platform to buy, sell, and monitor performance—all in one convenient place.
Over 40 themes of up to 25 stocks each—all easy to customize.
Each theme is made up of individual stocks that you can buy as is or customize to align with your investing strategy—simply add, remove, or adjust exposure to each stock.
A new way to invest in ideas you believe in.
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Our research and proprietary technology create a range of themes.
Here's how our research and technology work to create Schwab Investing Themes.
StepResearch uncovers opportunities.
We use a unique research process to uncover emerging trends and innovations and to assess their investment potential.
StepEvaluate and discover.
We use artificial intelligence to help us mine terabytes of data and discover companies to consider for a given theme.
StepBuild out themes.
After filtering out companies that don't meet our criteria, a list of highly relevant stocks is generated for each theme.
StepThemes stay up to date.
We periodically review and update our themes to ensure they align to our research.
Take a look behind the themes.
Learn more about our process
Get started with no fees to access and $0 online trade commissions.
There are no fees to access our themes, $0 online trade commissions, and a Tooltip
Find your themes and get started.
- Search the catalog of over 40 themes.
- View theme performance and stocks within each theme.
- Buy as is or customize with our easy-to-use platform.
All you need is a Schwab account to get started.
Ready to try thematic investing?
Schwab Investing Themes is an easy way to invest in ideas and trends you believe in. For each theme, we use proprietary research and technology to select stocks that relate to a trend, market insight, or innovation. You can invest in each theme as built from our research or customize the stocks and weights to stay aligned to your needs and interests.
You should consider your own circumstances and determine which securities are right for you based on your investment objectives, risk tolerance, financial situation, and other individual factors which you should re-evaluate on a periodic basis.
Schwab Investing Themes consist of up to 25 stocks that relate to a trend, market insight, or innovation. We apply a proprietary algorithm that quantifies the companies' relevance for each theme and selects and weights them based on their thematic scoring and market capitalization. The stocks you purchase through Schwab Investing Themes will be individual stocks in your account that you can hold, track, sell independently, or trade collectively as a theme.
Schwab Investing Themes, exchange-traded funds (ETFs), and mutual funds all have important differences in management, trading, and fees. Unlike ETFs and mutual funds, themes are not considered managed funds. Themes give you more control and flexibility. With a theme, you own all the individual stocks and can easily customize your theme to match your investing goals. You can add stocks you want, remove stocks you don't want, and adjust the weight of each stock if you decide to invest more or less heavily in one company or sector. With ETFs and mutual funds, someone else manages the investments in the funds and decides when to make changes, and customers are charged a management fee. Themes have no management fees or trading commissions when trades are placed online. Other fees and charges, such as exchange process fees, may apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee information.
There are no trade commissions when you buy Schwab Investing Themes stocks online. Other fees and charges, such as exchange process fees, may apply. See the Charles Schwab Pricing Guide for Individual Investors for full fee information.
You can invest from $250 up to $500,000 per Schwab Investing Themes transaction. Enter the dollar amount that works for you, and our platform will buy the theme of up to 30 weighted stocks in whole and/or fractional shares.
To trade in Schwab Investing Themes, you need an eligible Schwab brokerage account or individual retirement account (IRA).
Many types of brokerage accounts and IRAs are eligible. A few of the eligible brokerage accounts and IRAs include individual, joint, custodial, and living trusts. Some eligible IRAs include traditional, rollover, and Roth accounts.
Ineligible accounts include managed and charitable brokerage accounts, as well as international accounts.
There's no shortage of options on the market, but here are some compelling reasons why you should invest with Schwab.