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View the Schwab Trading Activity Index™ | Charles Schwab
Get a snapshot of investor sentiment using data from a sample of accounts of real investors with the Schwab Trading Activity Index (STAX).
Individual 401(k) Account Application | Charles Schwab
If this is an initial employer adoption of a Schwab Individual 401(k), you must also include your completed, signed and dated Individual 401(k) adoption Agreement.
Roth IRA Withdrawal Rules | Charles Schwab
Roth IRA withdrawals can be tax-free depending on qualifying conditions and your age. Learn more about Roth IRA withdrawal rules.
The View from Washington D.C. | Charles Schwab
Kathy Jones and Liz Ann Sonders discuss issues in Washington with Mike Townsend—and provide their weekly market outlook.
Key Signals from the Fed & How to Manage Risk | Charles Schwab
Liz Ann Sonders and Kathy Jones analyze new developments in the Fed's balance sheet and debate the role of risk in portfolio construction.
Schwab Online Services Agreement | Charles Schwab
Read the Schwab Online Services Agreement.
Debt, Deficits & One Big Beautiful Bill | Charles Schwab
Kathy Jones and Liz Ann Sonders discuss the latest tariff news and the implications of the recently passed "One Big Beautiful Bill."
Introduction to the thinkorswim® Desktop Platform | Charles Schwab
Welcome to thinkorswim®. In this video we'll provide a high-level tour of the most commonly used features of the thinkorswim trading platform.
Can the Olympics Teach Us About Our Own Behavior? | Charles Schwab
Mark Riepe explains the cognitive and emotional biases that show up across different Olympic choices and judgments and the lessons we can glean from them for our own financial decision-making.
You must meet a $250,000 relationship minimum across all Schwab accounts and complete this application to open a new Schwab Non-Incorporated Organization Account.