Schwab Intelligent Portfolios

About Schwab Intelligent Portfolios Schwab Intelligent Portfolios is a zero-advisory-fee robo-advisor from Charles Schwab that builds, monitors, and automatically rebalances diversified ETF portfolios tailored to individual goals and risk tolerance.

The platform draws from approximately 51 exchange-traded funds spanning over 20 asset classes, offering more than 80 portfolio variations across three investment strategies — Global, U. S.

Focused, and Income Focused — with six risk profiles ranging from conservative to aggressive growth.

Unlike most robo-advisors charging 0.25% or more, Schwab Intelligent Portfolios charges no management fee and no commissions, generating revenue instead through affiliated Schwab ETF management fees and cash sweep interest.

Accounts include taxable brokerage, traditional and Roth IRAs, SEP-IRAs, SIMPLE IRAs, inherited IRAs, custodial accounts, and trusts, with automated tax-loss harvesting available on taxable accounts holding $50,000 or more.

Portfolios are monitored daily with drift-based rebalancing triggered when asset classes exceed target allocation ranges, ensuring ongoing alignment with each investor's stated risk profile.

Schwab Intelligent Portfolios is operated by Charles Schwab & Co., Inc., a SIPC-member broker-dealer and SEC-registered investment adviser managing over $11.7 trillion in total client assets across 39 million brokerage accounts.

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