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.

There are many different themes you can choose from, such as cyber security, e-commerce, or renewable energy.

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.

Peppy, upbeat music plays throughout.

A left hand is holding a smartphone. The Schwab logo and the name “Schwab Investing Themes” are on the screen. The right hand appears and, using the index finger, begins scrolling though thumbnail images of themes.

Male narrator: With Schwab investing themes, it's easy to invest in ideas you believe in.

The left hand sets the phone down, and as the right hand folds the phone in half, wheels appear at the phone’s corners, and it transforms into an electric vehicle. A battery-shaped charging indicator light is on the roof, and a charging station is beside the car, with a charging cable plugged in to the car. The cable retracts and the car drives in a circle.

Onscreen text: 
Schwab Investing Themes is not intended to be investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing. Past performance is no indication or guarantee of future results.

Narrator: Spot a trend in electric vehicles?

The left hand reaches out, grabs the car, and sets it on its end. The car becomes a robot hand that gives a friendly wave.

Narrator: Or what about the robotic revolution?

Both hands reach toward the robot hand, but it vanishes, and gaming controllers appear in the hands. A small light saber is above each controller, and the hands engage in a sword fight.

Narrator: Have a passion for online gaming?

The hands bring the controllers together. They become a smartphone for a moment, but it spins and becomes an open locker full of sports equipment. 

Narrator: Or maybe you're into an active lifestyle.

The left hand reaches in and touches a ball, which bounces away. The hands try to grab the locker, but it spins and transforms into a shuttle-like space vehicle. It’s rockets fire, and it blasts into orbit around a glowing blue earth, with satellites, stars, and a full moon filling the background.

Narrator: Want to explore the space economy?

The left hand reaches out and grabs the spaceship, but it becomes a smartphone floating in space. On the screen are the thumbnail themes. The right hand appears and scrolls through the themes.

Narrator: You don't need to spend hours trying to find stocks yourself, with Schwab 
Investing Themes.

Onscreen text: 
For illustrative purposes only. Functionality and theme availability may differ by platform.

Narrator: Choose from over 40 themes, each with up to 25 A.I. researched stocks.

The hand selects the “Space Economy” theme. The page for that theme fills the phone’s screen, and then the page scrolls through the list of stocks in the theme.

Narrator: Pick a theme, then our proprietary technology will show a list of relevant stocks based on emerging trends and innovations. You can then judge the theme’s performance against the market . . . 

Onscreen text:
Returns are for illustrative purposes only. Current performance may be lower or higher than the performance shown.

The hands take hold of the floating phone and begin scrolling and selecting to get additional information and make adjustments to the percentages of holdings in the theme.

Narrator: . . . and buy all the stocks in a few clicks. Or customize by adjusting your exposure to each stock. Don't like something? Remove it or swap it out for another stock that aligns with your goals. All at your fingertips.

The left hand brings the phone down from space and holds it against a blue background. It lays the phone down. The theme thumbnails fall from the screen, become cubes, and come together as the Schwab logo appears and covers the cubes.

The Charles Schwab logo appears.

Onscreen text:
Own your tomorrow

Narrator: Schwab Investing Themes. Forty customizable themes, up to 25 stocks in just a few clicks.

Onscreen text:
Investment Research for Schwab Investing ThemesTM is provided by Charles Schwab Investment Management, Inc. (“CSIM”). CSIM is an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIM and Schwab are separate subsidiaries of the Charles Schwab Corporation. ©2023 Charles Schwab & Co., Inc. Member SIPC. (0323-216T) ADS120029-00

Music stops.

Video Transcript

See how it works

Peppy, upbeat music plays throughout.

A left hand is holding a smartphone. The Schwab logo and the name “Schwab Investing Themes” are on the screen. The right hand appears and, using the index finger, begins scrolling though thumbnail images of themes.

Male narrator: With Schwab investing themes, it's easy to invest in ideas you believe in.

The left hand sets the phone down, and as the right hand folds the phone in half, wheels appear at the phone’s corners, and it transforms into an electric vehicle. A battery-shaped charging indicator light is on the roof, and a charging station is beside the car, with a charging cable plugged in to the car. The cable retracts and the car drives in a circle.

Onscreen text: 
Schwab Investing Themes is not intended to be investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing. Past performance is no indication or guarantee of future results.

Narrator: Spot a trend in electric vehicles?

The left hand reaches out, grabs the car, and sets it on its end. The car becomes a robot hand that gives a friendly wave.

Narrator: Or what about the robotic revolution?

Both hands reach toward the robot hand, but it vanishes, and gaming controllers appear in the hands. A small light saber is above each controller, and the hands engage in a sword fight.

Narrator: Have a passion for online gaming?

The hands bring the controllers together. They become a smartphone for a moment, but it spins and becomes an open locker full of sports equipment. 

Narrator: Or maybe you're into an active lifestyle.

The left hand reaches in and touches a ball, which bounces away. The hands try to grab the locker, but it spins and transforms into a shuttle-like space vehicle. It’s rockets fire, and it blasts into orbit around a glowing blue earth, with satellites, stars, and a full moon filling the background.

Narrator: Want to explore the space economy?

The left hand reaches out and grabs the spaceship, but it becomes a smartphone floating in space. On the screen are the thumbnail themes. The right hand appears and scrolls through the themes.

Narrator: You don't need to spend hours trying to find stocks yourself, with Schwab 
Investing Themes.

Onscreen text: 
For illustrative purposes only. Functionality and theme availability may differ by platform.

Narrator: Choose from over 40 themes, each with up to 25 A.I. researched stocks.

The hand selects the “Space Economy” theme. The page for that theme fills the phone’s screen, and then the page scrolls through the list of stocks in the theme.

Narrator: Pick a theme, then our proprietary technology will show a list of relevant stocks based on emerging trends and innovations. You can then judge the theme’s performance against the market . . . 

Onscreen text:
Returns are for illustrative purposes only. Current performance may be lower or higher than the performance shown.

The hands take hold of the floating phone and begin scrolling and selecting to get additional information and make adjustments to the percentages of holdings in the theme.

Narrator: . . . and buy all the stocks in a few clicks. Or customize by adjusting your exposure to each stock. Don't like something? Remove it or swap it out for another stock that aligns with your goals. All at your fingertips.

The left hand brings the phone down from space and holds it against a blue background. It lays the phone down. The theme thumbnails fall from the screen, become cubes, and come together as the Schwab logo appears and covers the cubes.

The Charles Schwab logo appears.

Onscreen text:
Own your tomorrow

Narrator: Schwab Investing Themes. Forty customizable themes, up to 25 stocks in just a few clicks.

Onscreen text:
Investment Research for Schwab Investing ThemesTM is provided by Charles Schwab Investment Management, Inc. (“CSIM”). CSIM is an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIM and Schwab are separate subsidiaries of the Charles Schwab Corporation. ©2023 Charles Schwab & Co., Inc. Member SIPC. (0323-216T) ADS120029-00

Music stops.

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.

Our research and proprietary technology create a range of themes.

Here's how our research and technology work to create Schwab Investing Themes.

  • Step

    Research uncovers opportunities.

    We use a unique research process to uncover emerging trends and innovations and to assess their investment potential.

  • Step

    Evaluate and discover.

    We use artificial intelligence to help us mine terabytes of data and discover companies to consider for a given theme.

  • Step

    Build out themes.

    After filtering out companies that don't meet our criteria, a list of highly relevant stocks is generated for each theme.

  • Step

    Themes stay up to date.

    We periodically review and update our themes to ensure they align to our research.

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 trading minimum of just $250. 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.

Screenshot showing the Schwab Investing Themes web page, where you can browse all 40+ themes and learn more about them.

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 Investorsfor 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.

Open an account.

Have more questions? We're here to help.