Access extra tools to help you with your fixed income decisions.
Schwab gives you access to a number of extra tools to help you learn more about and stay on top of the bonds you’re interested in, as well as manage your fixed income portfolio.
Review historical trading activity for corporate and municipal bonds over a 24-month period.
Access detailed information about municipal bond issues, including comparison data.
Moody's rating reports
Get in-depth information about individual bonds by reading the latest credit report from Moody’s.
Schwab Portfolio Checkup®
Review, analyze, and track the performance of your current asset allocation.
View the two-sided market for a bond and see all the ask and bid prices.
Set up alerts that notify you when a bond’s credit rating changes.
Descriptions help you search for, classify, or group together securities of similar features and attributes.
Security description breakdown
Details include characteristics such as security type, maturity date, and coupon rate, type, and frequency.
You can review credit rating and insurance, including S&P rating, Moody’s rating, default status, and trading flat status.
View tax treatment, as well as federal, state, and alternative minimum tax (AMT).
Offer details include price, current yield, yield to maturity, yield to call, and yield to worst.
We're here to help
Clients of independent investment advisors: You may also contact your advisor or call Schwab Alliance at 800-515-2157.
1. Availability on Schwab BondSource as of January 2015.
2. As of January 2016.
3. Trades executed through a Fixed Income Specialist will incur a $25 fee.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.
In the bond market there is no centralized exchange or quotation service for most fixed income securities. Prices in the secondary market generally reflect activity by market participants or dealers linked to various trading systems. Bonds available through Schwab may be available through other dealers at superior or inferior prices compared to those available at Schwab. All prices are subject to change without prior notice.
Lower-rated securities are subject to greater credit risk, default risk, and liquidity risk.
The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.