Thematic investing. Invest in ideas you believe in.

Peppy, upbeat music plays throughout.

A left hand is holding a smartphone. The Schwab logo and the name “Schwab Investing Themes” are on the screen. The right hand appears and, using the index finger, begins scrolling though thumbnail images of themes.

Male narrator: With Schwab investing themes, it's easy to invest in ideas you believe in.

The left hand sets the phone down, and as the right hand folds the phone in half, wheels appear at the phone’s corners, and it transforms into an electric vehicle. A battery-shaped charging indicator light is on the roof, and a charging station is beside the car, with a charging cable plugged in to the car. The cable retracts and the car drives in a circle.

Onscreen text: 

Schwab Investing Themes is not intended to be investment advice 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.

Narrator: Spot a trend in electric vehicles?

The left hand reaches out, grabs the car, and sets it on its end. The car becomes a robot hand that gives a friendly wave.

Narrator: Or what about the robotic revolution?

Both hands reach toward the robot hand, but it vanishes, and gaming controllers appear in the hands. A small light saber is above each controller, and the hands engage in a sword fight.

Narrator: Have a passion for online gaming?

The hands bring the controllers together. They become a smartphone for a moment, but it spins and becomes an open locker full of sports equipment.

Narrator: Or maybe you're into an active lifestyle.

The left hand reaches in and touches a ball, which bounces away. The hands try to grab the locker, but it spins and transforms into a shuttle-like space vehicle. It’s rockets fire, and it blasts into orbit around a glowing blue earth, with satellites, stars, and a full moon filling the background.

Narrator: Want to explore the space economy?

The left hand reaches out and grabs the spaceship, but it becomes a smartphone floating in space. On the screen are the thumbnail themes. The right hand appears and scrolls through the themes.

Narrator: You don't need to spend hours trying to find stocks yourself, with Schwab 

Investing Themes.

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For illustrative purposes only. Functionality and theme availability may differ by platform.

Narrator: Choose from over 40 themes, each with up to twenty-five stocks.

The hand selects the “Space Economy” theme. The page for that theme fills the phone’s screen, and then the page scrolls through the list of stocks in the theme.

Narrator: Pick a theme, and our proprietary technology will show a list of relevant stocks based on emerging trends and innovations. You can then judge the theme’s performance against the market ...

Onscreen text:

Returns are for illustrative purposes only. Current performance may be lower or higher than the performance shown.

The hands take hold of the floating phone and begin scrolling and selecting to get additional information and make adjustments to the percentages of holdings in the theme.

Narrator: . . . and buy all the stocks in a few clicks. Or customize by adjusting your exposure to each stock. Don't like something? Remove it or swap it out for another stock that aligns with your goals. All at your fingertips.

The left hand brings the phone down from space and holds it against a blue background. It lays the phone down. The theme thumbnails fall from the screen, become cubes, and come together as the Schwab logo appears and covers the cubes.

The Charles Schwab logo appears.

Onscreen text:

Own your tomorrow

Narrator: Schwab Investing Themes. Forty customizable themes, up to 25 stocks in just a few clicks.

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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 not intended to be investment advice 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.

© 2024 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. 

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