Schwab Investing Themes™ Puts the Power of Personalized Investing in the Hands of Individual Investors
06 Dezember 2023 - 3:00PM
Business Wire
Charles Schwab today announced the broad availability of Schwab
Investing Themes™, a comprehensive thematic investing solution that
enables investors to easily research, customize, and invest in more
than 40 thematic areas based on their personal passions and
interests. Each theme is comprised of up to 25 stocks, and covers
topics such as Artificial Intelligence, Aging U.S. Population,
Electric Vehicles, Blockchain, U.S. National Defense, Renewable
Energy, and Big Data. Schwab Investing Themes has a low investment
minimum of just $250 and there is no fee to access the solution.
Schwab initially began rolling out the solution to clients earlier
this quarter.
According to Schwab’s Q2 2023 Retail Client Sentiment Report,
more than 60% of clients believe it is important to align their
values and areas of interest with their investment decisions.
“Investors are more focused than ever on aligning how they
invest with their personal passions, values and interests,” said
Jonathan Craig, Managing Director, Head of Investor Services at
Charles Schwab. “Schwab Investing Themes is a powerful new way for
people to invest in ideas and areas they believe in, and as Schwab
has done many times before, we’re taking something that has
historically been very difficult for individual investors to do on
their own and making it significantly easier, more accessible and
affordable.”
Schwab Investing Themes builds on Schwab’s thematic stock lists,
made available in early 2022. While the stock lists present stocks
related to various ideas or trends for clients to consider, Schwab
Investing Themes is a digital experience which enables them to
research, customize, trade, and track a group of stocks within a
theme in just a few clicks. Key features include:
- Weightings and holdings of each theme can be customized before
clients invest
- Once invested, clients can easily monitor a theme’s positions
and track performance
- Available on Schwab.com and the latest version of Schwab
Mobile
The themes are built by a team of researchers who leverage a
sophisticated proprietary algorithm to power their analysis.
Schwab’s algorithm uses natural language processing (NLP) to mine
terabytes of data and millions of public documents, such as patent
grants, clinical trials, and regulatory filings to objectively
identify publicly traded companies based on their relevance to a
particular investment theme. The algorithm can quickly ingest
thousands of pages of text and quantify thematic relevance for
companies – a task that might take an investor multiple days to
accomplish on their own.
“With the launch of Schwab Investing Themes we’re making
powerful investing technology and research directly available to
Main Street investors while also making it incredibly easy to use
with very low barriers to entry,” said Neesha Hathi, Managing
Director, Head of Schwab Wealth & Advice Solutions. “Schwab
Investing Themes is a culmination of a number of innovations and
investments Schwab has made on behalf of investors – from
fractional share trading to digital brokerage capabilities to
AI-powered research.”
The launch of Schwab Investing Themes is part of Schwab’s
ongoing focus to provide investors with products and services that
help personalize how they invest. Earlier this year, Schwab
announced additional enhancements to Schwab Personalized Indexing,
the firm’s direct indexing solution. In the past two years, Schwab
debuted of the Schwab Crypto Thematic ETF, the Schwab Ariel ESG
ETF, and announced the availability of MSCI’s Environmental,
Social, and Governance (ESG) Ratings for individual securities.
For more information on Schwab Investing Themes, visit
Schwab.com/thematicinvesting.
About Charles Schwab
At Charles Schwab we believe in the power of investing to help
individuals create a better tomorrow. We have a history of
challenging the status quo in our industry, innovating in ways that
benefit investors and the advisors and employers who serve them,
and championing our clients’ goals with passion and integrity.
More information is available at www.aboutschwab.com. Follow us
on Twitter, Facebook, YouTube and LinkedIn.
Disclosures:
Please read the Schwab Investing Themes™ Terms and
Conditions.
Quotes may be delayed. Please check a real-time quote for
current information.
Data provided by multiple sources, including third parties.
While Schwab believes such third-party information is reliable, we
do not guarantee its accuracy, timeliness, or completeness.
Investment Research for Schwab Investing Themes™ is provided by
Charles Schwab Investment Management, Inc. (“CSIM”). CSIM is an
affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIM
and Schwab are separate entities and subsidiaries of The Charles
Schwab Corporation.
Schwab Investing Themes is for informational purposes only; it
is not intended to be investment advice (including fiduciary advice
as defined under the Employee Retirement Income Security Act or the
Internal Revenue Code) or a recommendation of any stock.
Investing in stocks can be volatile and involves risk, including
loss of principal. Consider your individual circumstances prior to
investing. Past performance is no indication or guarantee of future
results.
The Global Industry Classification Standard (GICS®) was
developed by S&P Dow Jones Indices, an independent
international financial data and investment services company and a
leading provider of global equity indices, and MSCI, a premier
independent provider of global indices and benchmark related
products and services and has been licensed for use by Schwab.
Orders placed online through Schwab Investing Themes will have
$0 commission. However, the standard online $0 commission does not
apply to restricted stock transactions. Exchange process, American
Depositary Receipt (ADR), and foreign transaction fees still apply.
See the Charles Schwab Pricing Guide for Individual Investors for
full fee and commission schedules.
Brokerage Products: Not FDIC Insured • No Bank Guarantee •
May Lose Value
(1223-3N44)
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Hibah Shariff Charles Schwab 415-667-0507
Hibah.Shariff@schwab.com
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