Schwab Intelligent Portfolios

URI: https://gptkb.org/entity/Schwab_Intelligent_Portfolios
GPTKB entity
Statements (52)
Predicate Object
gptkbp:instanceOf Investment platform
Robo-advisor
gptkbp:availableOn gptkb:United_States
gptkbp:cashAllocation Yes
gptkbp:customizablePortfolios Yes
gptkbp:expenseRatio $0
gptkbp:headquartersLocation gptkb:San_Francisco,_California,_United_States
https://www.w3.org/2000/01/rdf-schema#label Schwab Intelligent Portfolios
gptkbp:launchDate 2015
gptkbp:minimumInvestment $5,000
gptkbp:mobileAppAvailable Yes
gptkbp:offersPremiumVersion gptkb:Schwab_Intelligent_Portfolios_Premium
gptkbp:offersService Automated investment management
Portfolio rebalancing
Tax-loss harvesting
gptkbp:operatedBy gptkb:Charles_Schwab_Corporation
gptkbp:parentCompany gptkb:Charles_Schwab_Corporation
gptkbp:portfolioRebalancingFrequency Daily
gptkbp:premiumVersionFee $30/month
gptkbp:premiumVersionIncludes Interactive planning tools
Personalized financial plan
Unlimited access to CFP professionals
gptkbp:premiumVersionMinimumInvestment $25,000
gptkbp:regulates gptkb:U.S._Securities_and_Exchange_Commission
gptkbp:supports529Plans No
gptkbp:supportsAutomaticDeposits Yes
gptkbp:supportsAutomaticRebalancing Yes
gptkbp:supportsFractionalShares No
gptkbp:supportsGoalSetting Yes
gptkbp:supportsMarginAccounts No
gptkbp:supportsMultipleGoals Yes
gptkbp:supportsRetirementPlanning Yes
gptkbp:supportsSociallyResponsibleInvesting No
gptkbp:supportsTaxableAccounts Yes
gptkbp:supportsTaxAdvantagedAccounts Yes
gptkbp:supportsWithdrawals Yes
gptkbp:targetAudience Retail investors
Long-term investors
Beginner investors
gptkbp:targetUser gptkb:train
gptkb:Roth_IRA
gptkb:Traditional_IRA
gptkb:Rollover_IRA
Custodial
Individual brokerage
Joint brokerage
gptkbp:usesAlgorithmicPortfolioManagement Yes
gptkbp:usesInvestmentType Exchange-traded funds
gptkbp:website https://www.schwab.com/intelligent-portfolios
gptkbp:bfsParent gptkb:Digital_Wealth_Management
gptkb:Wealthfront
gptkbp:bfsLayer 5