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• Futures Margin | Charles Schwab Futures and Forex

  Discover how futures margin works with our helpful video and downloadable PDF, plus view thinkorswim futures margin requirements.

• Schwab Futures and Forex daily segregated requirements January 2025 | Charles Schwab

• ETFs: Expense Ratios and Other Costs | Charles Schwab

  ETFs have expense ratios for managing the fund and trading costs, like commissions, bid/ask spreads, and discounts and premiums to NAV.

• How to get the most out of Schwab Personalized Indexing Dashboard | Charles Schwab

  Use the Schwab Personalized Indexing Dashboard to review your account performance and holdings summary.

• 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.

• Understanding Mortgage-Backed Securities Investing | Charles Schwab

  Residential mortgage-backed securities, or MBS, are a big part of the securitized investment market. Here's what to know about MBS investing.

• A Clean Slate: With Guests John Beshears, Richard Thaler & Ray Zahab | Charles Schwab

  How you divide your money and time is influenced by a cognitive bias—but it's one that you can put to good use.

• Not by a Long Shot: With Guests Katia Jordan & Craig Fox | Charles Schwab

  Why do we have trouble estimating the odds of rare events?

• Inherited IRA Rules & SECURE Act 2.0 Changes | Charles Schwab

  It's important to understand the updated inherited IRA distribution rules tied to the recent change in the SECURE Act, including its latest version, SECURE 2.0.

• How to Set Up thinkorswim® for Trading Futures | Charles Schwab

  Watch this video for some insider tips on how to customize thinkorswim® for trading futures.