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The following disclosure documents are provided for Schwab Intelligent Portfolios:
• Charles Schwab & Co., Inc. Schwab Intelligent Portfolios
Disclosure Brochure
• Charles Schwab Investment Advisory, Inc. Disclosure Brochure for
Schwab Intelligent Portfolios
Charles Schwab & Co., Inc.
211 Main Street
San Francisco, CA 94105
Tel: (855) 694-5208
intelligent.schwab.com
Schwab Intelligent Portfolios®
©2017 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. CC1153059 REG85976-02 (06/17)
00194450
BDL100049-02
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November 30, 2018
Charles Schwab & Co., Inc. Schwab Intelligent Portfolios® Disclosure Brochure
Charles Schwab & Co., Inc.
211 Main Street
San Francisco, CA 94105
Tel: (855) 694-5208
intelligent.schwab.com
This wrap fee program brochure provides information about the qualifications and business practices of Charles
Schwab & Co., Inc. (“Schwab”). If you have any questions about the contents of this brochure, please contact us
at the phone number above. The information in this brochure has not been approved or verified by the United
States Securities and Exchange Commission or by any state securities authority. Schwab’s description of itself in
this brochure as a registered investment advisor does not imply a certain level of skill or training on the part of
Schwab or its representatives. Additional information about Schwab is also available on the SEC’s website at
www.adviserinfo.sec.gov.
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Contents
Advisory Business ...................................................................................................................................................................... 3
Services, Fees and Compensation.............................................................................................................................................. 3
Services ..............................................................................................................................................................................