sz_id 1410211
yahoo csimrt
quantcast siteactivity
invchan 4607717
reii genlp


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.

Learn more about Schwab Model Portfolios >

3 years

Recent Market Updates

Market Volatility

Navigating market volatility and staying invested with target date funds.

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


Our approach

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.

Learn more about how our glide path allocates assets over time


Advisor tools

Use these financial tools to gain more comprehensive insight into investment products.

Advisor tools

Fee impact simulator

Use the fee impact simulator to see the long-term effects of pricing on a portfolio.

Fund explorer

Help your clients get exceptional value from their investments with the fund explorer.

Featured multi-asset funds

See our highlighted multi-asset funds, or browse all our investment products.

Schwab Target Index Funds

A low cost target date fund series composed of Schwab ETFs.

Schwab Target Funds

A combination of active and passively managed holdings in proprietary and externally managed mutual funds.

Multi-asset insights

See what our executives and strategists have to say about multi-asset and target date investing.

Market Volatility

Navigating market volatility and staying invested with target date funds.
Schwab Market Update

U.S. equities ended a choppy trading session higher, as investors sifted through a host of earnings and economic data, and awaited tomorrow’s monetary policy decision from the Federal Reserve. Several Dow members were in focus, as McDonald’s beat earnings estimates, and Caterpillar missed expectations due to unfavorable foreign currency impacts. In other equity news, UPS posted higher-than-expected earnings, declared a new quarterly dividend, and revamped its share repurchase program, while Pfizer beat forecasts but issued lower-than-anticipated guidance, and General Motors trounced expectations and offered an upbeat full-year outlook. The economic calendar heated up, with the Q4 Employment Cost Index coming in lower than expected, and home prices declining by a smaller amount than anticipated in November. More reports came out after the opening bell, as January’s consumer confidence unexpectedly declined, and the Chicago PMI fell further into contraction territory. Treasury yields were lower, and the U.S. dollar dipped, while crude oil prices increased, as did gold. Asian stocks were mostly lower amid a swarm of economic reports. European markets finished mixed following the economic data, and as investors awaited monetary policy decisions from the European Central Bank and Bank of England later this week.

Stocks higher ahead of tomorrow’s Fed decision on rates.