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• Alternative Investments | Charles Schwab

  Learn more about the types of alternative investments available through Schwab, including private equity, private credit, hedge funds, exchange funds, and private real estate—as well as the benefits and risks.

• Frequently Asked Questions - Asset Transfer | Charles Schwab

  In-kind transfer? ACAT? Fees? The difference between a rollover and a transfer? Get expert answers to your account transfer questions from Schwab.

• What Are Options Collars? | Charles Schwab

  Downturns are natural in any market. Learn how options collars—combining a covered call and a protective put—can potentially help manage stock or ETF risk.

• What is a Brokerage Account | Charles Schwab

  A brokerage account is an investment account that allows you to buy and sell a variety of investments, such as stocks, bonds, mutual funds, and ETFs.

• Third-Party Release | Charles Schwab

  This form is to be used to relinquish ownership and deposit a certificate(s) into a Schwab brokerage account.

• Schwab Futures and Forex daily Forex obligation July 2025 | Charles Schwab

• 8 Things to Know about IPOs | Charles Schwab | Charles Schwab

  What is an IPO? How does it work? If you have equity compensation, how will you be impacted? Learn what to expect during an initial public offering.

• How to Cut Your Tax Bill with Tax-Loss Harvesting | Charles Schwab

  Tax-loss harvesting—offsetting capital gains with capital losses—can lower your tax bill and better position your portfolio going forward.

• Your Mid-Year Money Check-Up | Charles Schwab

  Are you on track to meet your financial goals? Follow these five steps to find out.

• What Is Financial Literacy and Why Does It Matter? | Charles Schwab

  What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.