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• Schwab Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.

• Types of ETFs: Choosing ETFs for Your Portfolio | Charles Schwab | Charles Schwab

  Discover the many types of ETFs and learn which may be suited for your financial needs, goals, and portfolio diversification.

• Transfer Your Account to Schwab | Charles Schwab

  Use this form to transfer securities and/or funds from another financial institution (e.g., brokerage firm, mutual fund company, bank or insurance company) into your Charles Schwab & Co., Inc. account.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Pricing Guide for Individual Investors | Charles Schwab

  Pricing Guide for Individual Investors | Charles Schwab

• PCIS MoneyLink® Electronic Funds Transfer Form | Charles Schwab

• Investment Adviser Code of Ethics | Charles Schwab

  Learn more about the Investment Advisor Compliance Program Code of Ethics at Schwab.

• Personal Defined Benefit Plan: Charles Schwab: FAQs | Charles Schwab

  Is a Personal Defined Benefit Plan the right retirement solution for you and your small business? Find out the facts.

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Retirement Income Calculator Methodology | Charles Schwab

  The Schwab Retirement Income Calculator is an interactive tool to help you answer a key question about your retirement savings: How much money can I withdraw from my retirement savings and feel comfortable that my savings will last.