Multi-asset funds can provide diversification with the convenience of a single fund.
Celebrating the Schwab Model Portfolios 3-year anniversary
The Schwab Model Portfolios have been building blocks for portfolio construction for the past three years. To celebrate, we’re giving them names that better align with their intuitive investment strategies.
Schwab Model Portfolios Core ETF are built exclusively with cap-weighted/core index exposure.
Schwab Model Portfolios Core Enhanced ETF build upon Core ETF by adding strategic beta and style exposure. These straightforward strategies can provide an efficient and effective way to help met your clients’ needs.
Recent Market Updates
2022 Glide Path and Portfolio Updates
Charles Schwab Trust Bank will be increasing equity by 2-5% across the SMRT and SIRT glide path effective February 1,2022. Additionally, there will be adjustments to the Real Estate and Inflation-Protected Bond a locations, and a fixed income strategy within the Schwab Institutional Core Plus Fixed Income Trust™, which SMRT invests in, will be replaced. Please see the announcement and video for more details.
White Paper >
Explanatory Video >
What we offer
Since 1995, we’ve managed a lineup of multi-asset mutual funds. Now, we offer target date, target risk, and managed payout multi-asset mutual funds—a comprehensive selection of product solutions at competitive pricing, for both individuals and employer-sponsored retirement plans. And for qualified retirement plans, there are the Charles Schwab Trust Bank Collective Investment Trusts™.1
We take a behavioral-based approach to asset allocation—an approach designed to help investors stay invested across market conditions, and that leverages our investment research and deep asset allocation expertise. To meet investor needs, we utilize a variety of underlying strategy types, including proprietary and non-proprietary as well as active and passive strategies. And our pricing approach seeks to give everyone—even the smallest business—access to a range of quality target date funds at competitive prices.
A behavioral-driven glide path design
Our target date solutions are managed to seek more growth when investors can take on more risk and greater stability when they need to rely on their investments. By taking a behavioral-driven approach to asset allocation, our carefully balanced glide path is designed to help investors reach their goals up to and through retirement.
Use these financial tools to gain more comprehensive insight into investment products.
Featured multi-asset funds
See our highlighted multi-asset funds, or browse all our investment products.
See what our executives and strategists have to say about multi-asset and target date investing.