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Theta Decay in Options Trading: Strategies to Know | Charles Schwab
Explore the concept of theta in options and discover three trading strategies focused on time decay, also referred to as theta decay.
Are Municipal Bonds Tax Free? | Charles Schwab
Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.
How to use hypothetical gain/loss in watchlists | Charles Schwab
Learn how to use the hypothetical gain or loss feature within custom watchlists to help guide your future investment decisions.
Education Savings Account (ESA) Application | Charles Schwab
By signing this Application, you hereby adopt the Education Savings Account Plan that names Charles Schwab & Co., Inc. as custodian of this account, as further explained in the Charles Schwab & Co., Inc. Education Savings Account Plan.
Bonds vs. Bond Funds: How Do you Choose? | Charles Schwab
Not sure whether to choose bonds or bond funds? Learn the key factors to consider, including your investment goals, time horizon, and risk tolerance.
Pacific Odyssey® Advantage Variable Annuity | Charles Schwab
Learn how the Pacific Odyssey® Advantage Variable Annuity can help you generate steady retirement income while you continue to invest your retirement savings.
How to see Schwab's Portfolio Builder
Use our Personalized Portfolio Builder to create a mutual fund or exchange-traded fund (ETF) portfolio in just five steps.
Please return pages 1–19 of this form, plus the title and all signature pages of the Trust documentation.
Schwab's Market Open Update | Charles Schwab
Learn what's trending before the opening bell with Schwab's market open report. Find out about macroeconomic reports, company earnings, and other events.
Fixed Income Mid-Year Outlook (2025) | Charles Schwab
Volatility will likely continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt and economic uncertainty.