Charles Schwab's Investing Themes Review

In this video Rob introduces Charles Schwab's 'Themes Investment' option, a user-friendly platform aimed at simplifying the investment process for both novices and experts. Launched in 2024, it allows investors to choose from portfolios categorized by sectors or themes, such as AI or healthcare, backed by comprehensive research. This innovative approach offers customization, detailed performance data, and streamlined selection, making investment decisions easier and more accessible.
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Rob CPA channel was created with a mission to provide viewers with accurate content so they can be proactive in their tax planning strategies and build financial wealth. The video topics I selected reflect real-world issues that I’ve seen our clients experience relating to their personal tax returns, retirement plans, and accounting.
The channel allows me to share my passion for taxes, personal finance, and accounting. I create content I wish schools and entrepreneurship programs/accelerators would teach their students and companies. I take complex topics and simplify them for the viewers as well as show examples.
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[@simply-tom]

I just noticed that in my account. I’m investing in long term and don’t know anything about shares and stuff. This seems easy enough.

[@GriffithCapitalGroup]

It is a great tool and Schwab is a great brokerage. It’s important to note that there is a $250 minimum per theme per transaction. They want about $10 per stock buying fractional shares. Thanks for the video.

[@rob_cpa]

Thank you for watching the video and pointing out the fee structure on the Themes.

[@adamcarranza9959]

Great video. This seems similar to stock slices but packages the options for you.

[@tonyportaro3184]

I read $250 minimum. But 0$ commission if purchased through Schwab Online Theme. The part about fractional shares just says that fractions of shares may be purchased which is highly likely and that there could be a 2-5% difference between what you put in as purchase orders and what is actually bought

[@mypostyart8989]

I'd love this Style Trading just wait long and wait for splits and the theme will be even better

[@spookyactionatadistance6108]

Hey Rob, appreciate your uploads! I was wondering what software you use that has the mock W-2's in some of your vids?

[@rob_cpa]

You can go the IRS website for W2 templates.

[@jonathancarter124]

Can you address, in perhaps another video, how to sell stocks from theme investing? If you own a percentage of a share, you can only sell whole integers, right?

[@eldersprig]

sector betting or stock picking light. not good

[@Onilovescrafts]

Can I sell them with a month after buying?

[@tonyportaro3184]

Great question

[@ehoworka]

You mention nothing about taxes. You mention nothing about fractional shares buying. please do some research, try to trade a Schwab theme and show a report of the trade before posting a video.