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What Is Financial Literacy and Why Does It Matter? | Charles Schwab
What is financial literacy? It means understanding the basics of money management to help you make better financial choices. Here's how to get started.
Are you new to sector ETFs or want to learn which sectors you should be investing in? Let Schwab experts explain the various sector ETFs to help you determine what can work with your investing style.
Reducing RMDs With QCDs in 2025 | Charles Schwab
A qualified charitable distribution (QCD) can satisfy required minimum distributions (RMDs) and philanthropic goals. Read more about the tax benefits of QCDs.
What is Disability Insurance and How Does It Work? | Charles Schwab
Disability insurance can help protect your income and peace of mind. Learn how short-term and long-term disability insurance works, how to get them, and more.
The Risks of P2P Payment Apps | Charles Schwab
Peer-to-peer (P2P) payment apps have simplified money transfers—but what are the risks of associated with using payment apps? Learn how to avoid scams.
Kids & Money: Making It Real in a Digital World | Charles Schwab
With kids so comfortable online, parents have an opportunity to use the digital world to help teach their kids traditional money skills. Here's how.
Performance Stock | Charles Schwab
Learn about performance stock units (PSUs) and performance stock awards (PSAs), a form of equity compensation where shares of company stock are awarded based on achieving a time-based performance target set by your company.
Diversification | Charles Schwab
Diversification is a common risk management strategy. Learn how you can diversify your portfolio by spreading your money between different types of investments within each asset class.
Charles Schwab | Charles Schwab
Charles "Chuck" R. Schwab started the San Francisco–based The Charles Schwab Corporation in 1971 as a traditional brokerage company, and in 1974 became a pioneer in the discount brokerage business. Schwab took an early lead in the industry, offering a combination of low prices and fast, efficient order executions, and soon became the nation's largest discount broker. Today, the company is the nation's largest publicly traded investment services firm, with around $7.4 trillion in client assets. Often credited with "democratizing" investment, Schwab has driven countless innovations in the investment services industry designed to help individuals make the most of saving and investing, including 24/7 access to services, the one-stop mutual fund supermarket providing access to thousands of no-load, no-transaction-fee mutual funds, custodial services for independent registered investment advisors, online trading, and many others. Today, the company has expanded from its roots as a discount brokerage ...
Schwab Brokerage: Trust Account | Charles Schwab
Schwab One Trust Accounts protect and manage your assets. No monthly service fees. Available for any size estate and most trusts.