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• Fixed Indexed Annuities in Your Portfolio | Charles Schwab

  A fixed indexed annuity can offer those in or near retirement a balance of security and potential growth. Learn about what they are and how they work.

• Schwab Futures and Forex daily Forex obligation May 2025 | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments

• Margin Disclosure Statement | Charles Schwab

  This is important information regarding margin borrowing, if you have requested the margin feature on your brokerage account.

• Schwab Stock Slices S&P 500 list | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments

• US vs International Returns | Charles Schwab

  International equities vs. U.S. equities: outperformance rotates over time.

• How to place an order to cover short positions | Charles Schwab

  Read PDF: Place order to cover short positionsAll-In-One Trade Ticket

• Active Semi-Transparent ETFs: What to Know | Charles Schwab

  Learn about the structural mechanics of active semi-transparent ETFs and what differences they have from traditional ETFs and mutual funds that set them apart.

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

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments

• 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.

• How to use Schwab Assistant | Charles Schwab

  Contact UsPlans800-724-7526 More ways to contact SchwabIncome Tax-Efficient Investing Schwab Personal Trust Services Alternative Investments