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More and easier. Who wouldn’t want that?

Digital enrollment. Enhanced exclusions. Just a few more great reasons to consider Schwab Personalized Indexing™ for your clients.

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Use the filter to find the product you’re interested in and download important information, including pricing and performance.

We champion the needs of investors in all we do

Schwab Asset Management offers a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. Operating through clients’ eyes and putting them at the center of our decisions for 30+ years, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

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A real yield opportunity with TIPS

Real yields on Treasury Inflation-Protected Securities (TIPS) recently reached their highest levels in more than a decade. This client-approved chart can serve as a conversation starter to talk about the TIPS opportunity at hand.


Searching for income

For investors searching for income amid today's elevated inflation and interest rate environment, bonds and dividend-paying stocks may be worth a closer look.

Featured insights and news

See our latest highlights.

Press Releases

Today, July 11, 2023, the Schwab High Yield Bond ETF (NYSE Arca: SCYB) begins trading.

Shedding light on Schwab Asset Management’s highly disciplined approach to proxy voting.
Press Releases

Today, June 8, 2023, Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios.

A closer look at Fundamental Index®

Deepen your knowledge of Fundamental Index, an investment approach that can be used to help diversify portfolios and complement traditional market-capitalization index strategies.

Explore this approach >

Fundamental index approach venn diagram

Schwab Market Talk

Advisors, join our monthly webcast series to get your market and economic questions answered by Schwab experts Liz Ann Sonders, Kathy Jones and Jeffrey Kleintop.

Reserve your spot >

View Schwab Market Talk replays >

Liz Ann, Jeffry and Kathy