Schwab Intelligent Portfolios

3.0

Robo Advisor

Schwab Intelligent Portfolios is investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.

Investment risk

Low

Min investment

$5,000

Target return

7% - 10%

Fees

0%

Overview

Schwab Intelligent Portfolios welcomes you to automated investing, where their robo-advisor can help build and manage your portfolio. Invest for retirement, college, vacations, building long-term wealth, or creating a sustainable income stream. Based on your answers about your goals, risk tolerance, and timeline, Schwab Intelligent Portfolios will provide you a tailored portfolio from more than 80 variations. Automated investing with human help when you need it that is backed by their commitment to keeping costs low.

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Why Invest

  • Automated investing with human help when you need it
  • Backed by their commitment to keeping costs low
  • Automatic tax-loss harvesting

How you make money

Stock price appreciation + dividends. For reference: according to historical records, the average annual return from the S&P Index since its inception in 1926 through 2018 is approximately 10%–11%. The average annual return since adopting 500 stocks into the index in 1957 through 2018 is roughly 8%. Adjusted for inflation, the historical average annual return is around 7%. However, it's important to note that each Robo has their own investment strategy that can influence returns.

How Schwab Intelligent Portfolios makes money

ETFs: Schwab Intelligent Portfolios invests in Schwab ETFs. This creates revenue for Charles Schwab Investment Management, Inc., a Schwab affiliate that receives management fees on those ETFs. Schwab Intelligent Portfolios® also invests in third-party ETFs, and Schwab also receives compensation for providing shareholder services to those third-party ETFs. Cash: They believe cash is a key component of an investment portfolio. Based on your risk profile, a portion of your portfolio is placed in an FDIC-insured deposit at Schwab Bank. Some cash alternatives outside of the program pay a higher yield. Order Flow: Schwab receives revenue from the market centers where ETF trade orders are routed for execution.

Is it Safe?

Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

Things to know

  • You make money onDividends + Value
  • Fees0%
  • Payout frequencyQuarterly
  • Term of investmentZero
  • LiquidityEasy
  • Open toAll Investors

Company

  • Country availabilityUS only
  • Assets under management$3250B
  • Established1971
  • Mobile ApplicationIOS, Android

Investment Return Calculator

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years

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Monthly

Amount invested

$11,000

Total fees

$0

Value after fees

$14,396.71

Any references to past performance, regarding financial markets or otherwise, do not indicate or guarantee future results.

Forward-looking statements, including without limitations investment outcomes and projections, are hypothetical and educational in nature. The results of any hypothetical projections can and may differ from actual investment results had the strategies been deployed in actual securities accounts.

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Investment risk

Low

Min investment

$5,000

Target return

7% - 10%

Fees

0%