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• How to check my positions | Charles Schwab

  Quickly see the value of your holdings, any gains or losses, and make decisions about reinvesting dividends.

• Mutual Fund Benefits - Diversification at Low Cost | Charles Schwab

  Learn about all the advantages, benefits and considerations of mutual funds.

• Thematic Investing - Browse our 40+ Themes

  Ready, set, explore our themes. · Caffeinated Drinks · Social Networking · Pet Passion · Workforce Diversity Leaders · Electric Vehicles · Cyber Security

• Invest in Portfolio Solutions - Mutual Funds |Charles Schwab | Charles Schwab

  Choose a mutual fund portfolio solution -which are automatically rebalanced keeping you on track and saving you time.

• Financial Planning - Are You on Track to Your Goals? | Charles Schwab

  Financial planning can help increase your odds of meeting your investment goals—and Schwab can help you get started at no cost.

• Schwab Wealth Advisory™ Disclosure Brochure | Charles Schwab

  This brochure provides information about the qualifications and business practices of Charles Schwab & Co., Inc. ("Schwab"). If you have any questions about the contents of this brochure, please contact us at the phone number above.

• Financial Planning Tools & Calculators | Charles Schwab

  Schwab's financial planning tools can help you get the answers you need to your investing questions covering everything from how much you need to retire comfortably, to tuition savings goals, and more.

• Investment Professionals' Compensation | Charles Schwab

  How We Compensate Our Investment Professionals.

• Estate Planning Attorney | Charles Schwab

  Get tips on how to find an experienced estate planning attorney, the right questions to ask, and how to prepare ahead of time.

• How Thematic Investing Works | Charles Schwab

  See how we use relevant data, research, and AI to create themes based on emerging trends like renewable energy, AI, and healthcare.