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• Asset Allocation Mutual Funds | Charles Schwab

  Asset allocation mutual funds let you own a mix of equity and fixed income securities to achieve a goal such as income generation or capital appreciation.

• View the Schwab Trading Activity Index™ | Charles Schwab

  Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).

• Equity mutual funds | Charles Schwab

  Learn about equity mutual funds at Schwab.

• Financial Exploitation Checklist | Charles Schwab

  Use this checklist to raise awareness and educate yourself, your family, and community members.

• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends....

• Securities Lending | Charles Schwab

  Schwab's Securities Lending Fully Paid Program allows you to lend out securities you already own. Explore securities and stock lending with Schwab.

• Financial Caregiving 101 |Charles Schwab

  Explore the different types of caregivers and how they can help you manage your money and assets through life's journeys....

• Dividend ETFs for Income Investing | Charles Schwab

  Learn more about ETFs that aim to result in dividends and yields for traders who are seeking income or who may be risk-averse.

• Planning for Diminished Capacity | Charles Schwab

  Learn more about the preparation process to help you and your family should you ever have diminished financial capacity....

• What is an ETF (Exchange-Traded Fund)? | Charles Schwab

  Interested in ETFs? Get familiar with a variety of commonly asked ETF questions with answers from the investment experts at Charles Schwab.