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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.
Charles Schwab Investment Management, Inc. Disclosure Brochure | Charles Schwab
Charles Schwab Investment Management, Inc. Disclosure Brochure
Statement of Financial Condition | Charles Schwab
Report of independent registered audit firm.
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.
Dividend Basics | Charles Schwab
Take a quick dive into the basics of dividends including how they work, when they're paid, and why companies share profits with stockholders.
Why Diversification Matters | Charles Schwab
Over the past 30 years, stocks posted an average annual return of 10.4%, and bonds 6.8%. But actual returns varied widely from year to year.
The Case for Actively Managed Bond Funds | Charles Schwab
Actively managed bond funds have historically outperformed the broader bond market. Discover how they work and what to consider when researching them.
Most types of income are taxable, including money you make from a job or self-employment, investment income, unemployment pay, lottery winnings, and many other income sources. Nontaxable income sources include gifts, child support, and life insurance proceeds.
Customize Platform Appearance on thinkorswim® | Charles Schwab
Customize the color scheme and font size on thinkorswim®.