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.
Featured insights and news
See our latest highlights.
While their affinity for ETFs remains strong, ETF investors also desire more personalized portfolios.
Keep up to speed on the market with insights, resources, and more.
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.
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.
Find a product
Use the filter to find the product you’re interested in and download important information, including pricing and performance.