An Easy Way to Invest in Themes

June 14, 2024 Walter W. Bettinger II
Schwab Investing Themes can help you find emerging investment opportunities to consider.

When a new investing trend emerges, often a single company takes the spotlight. Think Apple with smartphones, Tesla with electric vehicles, and OpenAI with artificial intelligence. But to truly realize the entirety of a trend, you may need to invest more broadly—including in those businesses whose connection to the theme might not be so obvious.

That's why we created Schwab Investing Themes­™, using proprietary research and technology to uncover emerging trends—and the many companies behind them—that could be ripe for investment. In contrast to investing in broad sectors, such as energy or health care, each of our 40-plus themes includes stocks across industries to fully capture the breadth of a trend. The Digital Payments theme, for example, comprises companies from communications, finance, retail, tech, and more.

With Schwab Investing Themes, you can more easily find investments that align with your interests and values. Best of all, there's no fee to access the themes; all you need is a Schwab account and a $250 minimum investment to get started. 

Sincerely,

Walt Bettinger Signature

Walt Bettinger

Chief Executive Officer & Co-Chairman

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Investing involves risk, including loss of principal. 

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security.

Supporting documentation for any claims or statistical information is available upon request.

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.

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