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• Pledged Asset Line® Frequently Asked Questions | Schwab Bank

  While a pledged asset line is a line of credit, it lets you leverage collateral for that credit in a unique way. Understand more about pledged asset lines.

• Charles Schwab Futures and Forex LLC Disclosures | Charles Schwab

  Requirements - July 2025 View Schwab Futures and Forex's Daily Segregated Requirements - June 2025 View Schwab Futures and Forex's Daily Segregated Requirements - May 2025...Requirements - April 2025 View Schwab Futures and Forex's Daily Segregated Requirements - March 2025 View Schwab Futures and Forex's Daily Segregated Requirements - February...Requirements - January 2025 View Schwab Futures and Forex's Daily Segregated Requirements - December 2024 View Schwab Futures and Forex's Daily Segregated Requirements - November...

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• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• How Much Cash Is Too Much Cash? | Charles Schwab

  Today's relatively high yields from savings accounts and other cash investments are tempting, but don't overdo it. Learn if you're holding too much cash.

• How to Navigate OTC Trading | Charles Schwab

  OTC Trading (over-the-counter trading), where stocks trade outside of centralized exchanges, can seem like a good opportunity. But you must understand the risks.

• What is a Micro E-Mini Future? | Charles Schwab

  Micro E-mini futures offer traders exposure to four leading U.S. stock indexes in bite-size contracts.

• "Yen-Carry" Anniversary Nears, but Worries Fade | Charles Schwab

  A repeat of last August's "yen-carry" market upheaval isn't likely on the schedule, due in part to a shift in positioning by investors. Here's why.

• Should I Roll Over My 401(k)? | Charles Schwab

  Changing jobs and wondering: "Should I roll over my 401(k)?" Discover five strategies for handling an old 401(k), along with the pros and cons of each.

• Depreciation Recapture and Rental Property Taxes | Charles Schwab

  Depreciation on income property can offer a tax break—until you sell the asset. Learn how depreciation recapture works and ways to help manage it.