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• Market Snapshot | July 2025 | Charles Schwab

  Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.

• When Do You Need Umbrella Insurance? | Charles Schwab

  Umbrella insurance can help you fill gaps in insurance coverage that can expose you to costly liabilities. Learn if umbrella insurance is right for you.

• How to monitor positions | Charles Schwab

• Introducing Choiceology with Dan Heath | Charles Schwab

  You're not as rational as you think. In this new podcast, bestselling author Dan Heath performs forensic analysis on decision making. You'll hear real stories, learn from top experts, and witness informal experiments that demonstrate the mistakes we too often make.

• Privacy Overview - Privacy Center | Charles Schwab

  Learn how Schwab protects your personal information through the Privacy Center. Read about our privacy practices and notices.

• How to add and manage an authorized user | Charles Schwab

• Investing Basics: Stocks | Charles Schwab

  Stocks are one of the most common investments. Learn what stocks are, the risks associated with them, and the role they can play in an investment portfolio.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Margin Loans | Margin Trading Account | Charles Schwab

  Schwab margin loans offer access to a flexible credit line to borrow against securities held in your brokerage account. Learn if margin loans are right for you.

• Schwab Global Account | Global Trading | Charles Schwab

  Trade foreign stocks online in a Schwab Global Account, designed for your global trading needs. Talk to one of our Global Investing Specialists today.