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A new personalized investing solution for your clients

Schwab Personalized Indexing offers your clients direct ownership of stocks with the ability to customize some investments among three available strategies.

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Press Releases

Today, October 13, 2022, Schwab Asset Management, the asset management arm of The Charles Schwab Corporation, announces that it is the first large asset manager to pilot a new proxy polling solution from global fintech firm, Broadridge Financial Solutions, Inc. (NYSE:BR).
Press Releases

Today, October 12, 2022, the Schwab Municipal Bond ETF (SCMB) begins trading on the NYSE Arca.
Press Releases

While their affinity for ETFs remains strong, ETF investors also desire more personalized portfolios.

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Direct indexing
Investment Insights

Omar Aguilar, PhD, CEO of Schwab Asset Management, shares his views on the growth of direct indexing solutions and addresses key advisor questions around tax optimization and portfolio implementation. He also explains why personalization can be a powerful tool in establishing an investor’s perception of value – and how personalized strategies such as direct indexing can help keep clients invested.

Schwab Target Date Solutions 2022 Glide Path and Portfolio Updates

Jake Gilliam, CFA®, Director and Head of Multi-Asset Solutions, Charles Schwab & Co, Inc., discusses 2022 glide path updates within the Schwab Target Date Solutions.

The next frontier: personalization

Nearly all Millennial ETF investors are all in on personalization and values-based investing, but other generations are onboard, too. That’s just one of many insights in Schwab Asset Management’s “ETFs and Beyond” study.

Aligning investments with their values matters to all generations, but especially millennials.

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.

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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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