Robo-advisor
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Topics grouped from customer reviews, with how many mention each; read the originals below.
Showing 5 reviews mentioning reliable Show all
Reddit · r/Schwab · Apr 1, 2026
PositiveSummary of a Reddit post
They set their Schwab Intelligent Portfolio fairly aggressively and found it lost far less than the S&P 500 in a down quarter, calling it working as intended despite lagging in the prior year, and like its cash interest.
Reddit · r/Schwab · Aug 2, 2025
PositiveSummary of a Reddit post
They have held a less aggressive Schwab Intelligent Portfolio for nine years with strong yearly returns and a smaller drop in 2022 than the S&P 500, and value the free rebalancing and peace of mind.
Reddit · r/Schwab · Sep 27, 2026
PositiveSummary of a Reddit post
They have been with Schwab Intelligent Portfolios since it launched and say it beats anything they built themselves, with automatic rebalancing and tax loss harvesting.
Reddit · r/Schwab · Apr 1, 2026
PositiveSummary of a Reddit post
They hold a Schwab Intelligent Portfolio alongside other ETFs and note that during the recent drop their Intelligent Portfolio is barely down while their other ETFs fell noticeably.
Reddit · r/Schwab · Sep 21, 2025
PositiveSummary of a Reddit post
They run part of their money in a Schwab Intelligent Portfolios account alongside a self-managed one, say it works fine with good reporting and active balancing, and rarely need to check on it.
Of the 83 reviews with a clear verdict, 47% are positive, 25% mixed and 28% negative. The praise mentioned most is easy to use. The most common complaint is rate dropped.
The praise reviewers mention most: easy to use (22 reviews), low fees (6 reviews) and helpful support (5 reviews). For example: They are very happy with Schwab Intelligent Portfolios, valuing the convenience and having professionals handle the investing for them.
The complaints reviewers mention most: rate dropped (4 reviews) and hard to cancel (2 reviews). For example: Six years on the highest risk setting still feels overly conservative and forces an 8% cash allocation, delivering underwhelming returns.
It's how well reviewed Schwab Intelligent Portfolios is, out of 100. Negative and mixed reviews take points off, and so does having only a few reviews: a product needs plenty of them, compared with the most-reviewed products here, to reach the high 80s and 90s. It's worked out from reviews only, needs at least 5 of them, and updates as new ones come in.
Category: Robo-advisor. Type: Robo-advisor. Fees: No advisory fee and no commissions. Minimum: Invest with as little as $5,000.
83 are quotes from Reddit, each linked to the original. Customer reviews are checked for spam before they appear. Every review, written here or quoted, is read as positive, mixed or negative.