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  2. Getting out of a Schwab Intelligent Portfolio : r/Schwab - Reddit

    www.reddit.com/.../comments/nd30d9/getting_out_of_a_schwab_intelligent_portfolio

    There is an option on the form to sell all the stocks OR keep all the stocks and they'll transfer over to your new account. If you choose to sell, be aware that will trigger a tax event on the gains. If you haven't had the account long, it will be short term capital gains tax.

  3. Schwab Intelligent Portfolios Review: For (Lazy) Active Investors

    www.fool.com/.../best-robo-advisors/schwab-intelligent-portfolios-review

    4.5/5. Bottom Line. With perks like automatic rebalancing and tax-loss harvesting, this robo-advisor could be a great choice if you're looking to invest at least $5,000. Fees: $0 per trade, $0 mgmt...

  4. Schwab Intelligent Portfolios Review 2024

    www.nerdwallet.com/reviews/investing/advisors/schwab-intelligent-portfolios

    The biggest criticism of Schwab Intelligent Portfolios’ strategy is that it allocates a good percentage of money to cash — a minimum of 6% all the way up to nearly 22.5% of total portfolio ...

  5. Market volatility FAQs for Schwab Intelligent Portfolios® clients

    www.schwab.com/volatility-faqs-schwab-intelligent-portfolios

    Your portfolio is designed to stay diversified in a way that matches your goals and risk tolerance, so moving completely to cash would mean closing your account. However, selling assets can turn paper losses into permanent ones, especially after a steep downturn.

  6. Schwab Intelligent Portfolios Review 2024 - Forbes

    www.forbes.com/advisor/investing/schwab-intelligent-portfolios-review

    Schwab Intelligent Portfolios could be a great choice for investors evaluating robo-advisors on price alone. The basic account charges no annual management fee, and there’s a decently priced...

  7. Schwab to pay $187 million after SEC says robo-advisers misled...

    www.washingtonpost.com/business/2022/06/13/schwab-pay-187-million-after-sec...

    The SEC alleged that Schwab’s own data showed that under most market conditions investors participating in the “Schwab Intelligent Portfolios” program would lose out on low-risk earnings.

  8. Title: Schwab Intelligent Portfolio -11.79% vs Market -20% ... - ...

    www.reddit.com/r/investing/comments/10qbgml/title_schwab_intelligent_portfolio...

    16. weedandboobs. • 2 yr. ago • Edited 2 yr. ago. Schwab Intelligent Portfolio is relatively cash heavy compared to most robo advisors/target date funds/suggested investment mixes. It will do better than the market in down years and worse than the market in up years. Whether that is good or bad is up to your preference. 11. [deleted]

  9. About Schwab Intelligent Portfolios

    www.schwab.com/automated-investing/faqs

    Schwab Intelligent Portfolios ® and Schwab Intelligent Portfolios Premium ® are designed to monitor portfolios on a daily basis and will also automatically rebalance as needed to keep the portfolio consistent with the client's selected risk profile. Trading may not take place daily.

  10. Automated investing with human help when you need it. Our robo-advisor builds, monitors, and automatically rebalances a diversified portfolio based on your goals. 24/7 live support from U.S.-based service professionals. Get started with as little as $5,000.

  11. Schwab Intelligent Portfolios - Schwab Brokerage

    intelligent-client.schwab.com/sip

    Schwab Intelligent Portfolios offers automated investing with a diversified portfolio of low-cost ETFs tailored to your goals.