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• ETF vs. Mutual Fund: It Depends on Your Strategy | Charles Schwab

  Support your strategy and portfolio by knowing when to invest in exchange-traded funds (ETFs), index funds, and actively managed mutual funds.

• Learning Quest 529 Plan Additional Contribution Form | Charles Schwab

  Complete this form to make additional contributions to your Learning Quest 529 Plan Account by check or rollover.

• Taking Risk in Moderation | Charles Schwab

  Should you avoid lower-rated investments like high-yield corporate bonds or bank loans? Not necessarily, but understand the risks.

• ETF Fees and Associated Costs of ETF Investing | Charles Schwab

  Be an informed investor: understand the fees and associated costs of ETF investing. Learn what additional expenses you can expect and how they compare.

• What are stocks? | Charles Schwab

  What are stocks, and how do stocks work? Schwab can help you understand stock basics and stock types to determine if they fit into your investing strategy.

• Using Breadth to Track Trend Strength or Weakness | Charles Schwab

  Various measures of market breadth can track how strong or weak a current market trend might be. Learn how to follow this indicator.

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

  Podcasts Schwab Coaching Schwab NetworkCommentary Planning & Retirement Podcasts Schwab Network About Schwab Why Schwab

• Strategies to Consider for Bitcoin ETF Options | Charles Schwab

  The launch of options on bitcoin ETFs may enable traders to hedge and speculate on the underlying ETF, as well as on the movements of the cryptocurrency itself.

• SIMPLE IRA Participant Notice and Summary Description | Charles Schwab

  Complete all sections of this document, as applicable, in accordance with the elections you made on the Adoption Agreement. Retain the original for your records—this document should not be returned to Schwab.

• Schwab 529 College Savings Plan Account Features Form | Charles Schwab

  Use this form to add, change, or delete important Account features and services. Please refer to Section 2 for more details.