BasisRoute my position

Schwab

Schwab Personalized Indexing

Open

Claim this listingManager's website
Assets
Not disclosed
Fee a year
0.35%–0.40%
Minimum
$100K
Tracking error
Not disclosed
Investors
Not disclosed
Open to
Anyone
Lock-up
None
Holdings
Not disclosed
Benchmark
Not disclosed
Custodians
Schwab
Access
Sign up directly
Launched
2022
Assets, in detail
Not disclosed. A full-text search of Schwab's SEC filings from 2025-10 to 2026-10 found no Schwab Personalized Indexing asset figure.
Fee schedule
0.40% on the first $2M and 0.35% above $2M (launch terms).
Tracking error, method
Not disclosed.
Capacity and queue
Terms from the 2022 launch. Confirm current terms with Schwab.

Sources

Checked 2026-10. Confidence: medium.

Where to get it

The same product costs a different amount through each door. The all-in fee adds the access provider's own fee to the product fee. Placement fees, financing, and fund expenses are extra.

ThroughTheir feeAll-in feeMinimumOnboarding and queueStatus
Direct from SchwabManager0%0.35%–0.40%$100KContinuous (SMA). Terms from the 2022 launch. Confirm current terms with Schwab.Open
Charles Schwab (retail)Direct platform0%0.35%–0.40%$100KNot disclosedOpen

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