Asset Management

Asset Management
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Your advice is personal. Their portfolio should be too.

Use Schwab Personalized Indexing® to provide customized portfolios that help reinforce your unique value as an advisor.

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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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Featured content

Keep up to speed on the market with insights, resources, and more.

CHART IN A MINUTE

AI Investment Cycle: Navigating Dependency Risk for Clients

Al spending provides a macro-level stimulus supporting revenue growth, demand, and industrial and infrastructure activity. But there are risks. Use this client-approved chart for your conversations.

ETF KNOW:HOW

Positioning Client Portfolios Amid Interest Rate Uncertainty

A closer look at how short-duration fixed income may support client portfolios amid interest rate uncertainty and market volatility.

Q3 Investment Outlook for Advisors

As inflation, AI, and policy uncertainty reshape markets, advisors can help clients turn complexity into clearer portfolio decisions.

Q3 Investment Outlook for Advisors
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Schwab Market Talk

Schwab experts address market and economic questions on advisors' minds.

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Chart in a Minute

Use these market charts to support your conversations with clients about asset-allocation opportunities.

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The art and science of behavioral finance

Find insights and tools to unlock the power of behavioral finance, strengthen client relationships and optimize investing outcomes.

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Schwab Asset Management news

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Investors should consider carefully information contained in the prospectus, or if available, the summary prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus via www.schwabassetmanagement.com/prospectus. Please read the prospectus carefully before investing.

​Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. Shares of ETFs are not individually redeemable directly with the ETF. Shares are bought and sold at market price, which may be higher or lower than the net asset value (NAV).

The Schwab Center for Financial Research (SCFR) is a division of Charles Schwab & Co., Inc. Articles attributed to SCFR are the opinions of employees of Charles Schwab & Co., Inc., Member SIPC and may not reflect the views of Schwab Asset Management®.

Portfolio Management for Schwab Personalized Indexing® is provided by Charles Schwab Investment Schwab Asset Management®, Inc., dba Schwab Asset Management, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

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Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any of Its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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