Charles Schwab suggests crypto portfolios by risk profile, recommends up to 5.6% in BTC
April 08, 2026, 1:49 PM
U.S. brokerage giant Charles Schwab has outlined recommended allocation percentages for Bitcoin (BTC) and Ethereum (ETH) based on investor risk profiles and the overall risk weighting assigned to crypto. According to data shared on X by Frank Chaparro, Head of Content at crypto market maker GSR, Charles Schwab suggested that if an investor sets a 5% risk weight for their crypto holdings, a conservative portfolio should allocate 0.7% to BTC, a moderate one 1.6%, and an aggressive one 2.3%. If the risk weight target is raised to 15%, the recommended BTC allocation increases to a maximum of 5.6% for an aggressive portfolio. In contrast, the firm recommended lower allocations for ETH under the same conditions. For a 5% crypto risk weight, the ETH allocation ranges from 0.5% to 1.5%. Even with a 15% risk weight, the maximum recommended allocation to ETH is 4.1%.Log in to leave comments!
Share insights, connect ideas
Log In