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• IPO & DPO Stocks: Types of New Issue Stocks | Charles Schwab

  What is an IPO? What is a direct public offering? Get answers about IPO stocks and direct listings with Schwab’s trading expertise.

• Index funds & ETFs: Investing in Index Funds | Charles Schwab

  Discover the advantages of index funds and how to invest in low-cost market cap index mutual funds and index ETFs with no minimums.

• What is Cryptocurrency & How Does It Work? (2025) | Charles Schwab

  What is cryptocurrency exactly? Discover how it works and the many types of cryptocurrencies, including the one that started it all: bitcoin.

• Getting Started with Options (Week 10 of 10) | Charles Schwab

  In this video, we discuss an example 3-step process for selecting a specific options strategy out of the dozens available.

• Products | Charles Schwab

  Refinancing mortgage helps in paying off an existing loan and replacing it with a new loan. Explore home loans and get mortgage refinancing options from Schwab.

• Tax reporting and cost basis facts for stock plans.

  income varies and is dictated by tax law but can include grant, vest, or exercise of the award, or purchase of ESPP shares and the subsequent sale or disposition of those shares. Ordinary income is a factor...Upon the exercise of an incentive stock option (ISO) or nonqualified (NQ) stock option • Upon the purchase of shares through an employee stock purchase plan (ESPP) Restricted stock units (RSUs), restricted...Form 8949 to account for ordinary income? ESPPs: 423 Qualified Plan Covered: purchase price Purchase price Yes, if ordinary income was reported on your W-2; even if no W-2 income was...

• Types of mutual funds | Charles Schwab

  Learn about the types of mutual funds to choose from and how to choose.

• Types of Brokerage Accounts | Charles Schwab

  What type of brokerage account will suit your needs? Read about types of brokerage accounts and the difference between individual and joint brokerage accounts.

• Getting Started with Options (Week 9 of 10) | Charles Schwab

  We continue our efforts to combine multiple contracts into combination strategies, this time combining put contracts into a bullish strategy known as a "Short Put Spread".

• CD and Treasury Rollover Landing Page

  Introducing automatic rollovers from Schwab. Now you can reinvest the principle on your maturing CDs and U.S. Treasury securities automatically.