Schwab Intelligent Portfolios Solutions also invests in third-party ETFs.

A Schwab affiliate, Charles Schwab Investment Management Inc., receives management fees on those ETFs. Schwab Intelligent Portfolios Solutions invests in Schwab ETFs. Some cash alternatives outside of Schwab Intelligent Portfolios Solutions pay a higher yield. The lower the interest rate Schwab Bank pays on the cash, the lower the yield. Schwab Bank earns income on the deposits, and earns more the larger the cash allocation. The portfolios include a cash allocation to FDIC‐insured Deposit Accounts at Charles Schwab Bank, SSB ('Schwab Bank'). Schwab does not charge an advisory fee for the SIP Program in part because of the revenue Schwab Bank generates from the cash allocation (an indirect cost of the Program). These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. Investors in Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium (collectively, 'Schwab Intelligent Portfolios Solutions') do pay direct and indirect costs. For Schwab Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30-per-month advisory fee charged on a quarterly basis as detailed in the Schwab Intelligent Portfolios Solutions™ disclosure brochures. There is no advisory fee or commissions charged for Schwab Intelligent Portfolios. Schwab and CSIA are subsidiaries of The Charles Schwab Corporation. Portfolio management services are provided by Charles Schwab Investment Advisory, Inc. ('Schwab'), a dually registered investment advisor and broker dealer. Schwab Intelligent Portfolios and Schwab Intelligent Portfolios Premium are made available through Charles Schwab & Co. Please read the Schwab Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Schwab Intelligent Portfolios ® and Schwab Intelligent Portfolios Premium ® programs. Schwab One and Schwab One Trust accounts must have a $100 balance in order to receive a debit card or checks, unless linked to a Schwab Bank Investor Checking™ account. Environmental, Social and Governance (ESG) Investing.Bond Funds, Bond ETFs, and Preferred Securities.ADRs, Foreign Ordinaries & Canadian Stocks.Environmental, Social and Governance (ESG) ETFs.Environmental, Social and Governance (ESG) Mutual Funds.Benefits and Considerations of Mutual Funds.© 2023 Charles Schwab & Co., Inc, All rights reserved. Learn more about our services for non-U.S. residents are subject to country-specific restrictions. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, Charles Schwab & Co., Inc. Fortune is a registered trademark and Fortune World’s Most Admired Companies™ is a trademark of FortuneMedia IP Limited and are used under license. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 80.įrom Fortune, © 2023 Fortune Media IP Limited. Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace.

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