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Your firm. Your philosophy. Personalized models at scale.

The question is not whether to standardize or personalize. It is how to do both – while staying true to your philosophy, client experience, and operating model. Introducing Schwab Custom Model Portfolios.

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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

Consider International Equities for Your Clients

Double-digit earnings growth for the first half of 2026 is among the many factors potentially supporting the outlook for international stocks. Use this client-approved chart to start a conversation.

WASMER SCHROEDER STRATEGIES

Is Fixed Income Doing its Job for Your Clients?

In a more complex bond market, actively managed separately managed accounts (SMAs) can help advisors tailor credit, tax, and income considerations while selecting strategies that align with each client's goals.

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 in ETFs 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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