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• Thematic Investing | Charles Schwab

  With Schwab Investing Themes™, you can discover and invest in trends and new opportunities in over 40 themes built with our proprietary research.

• IRA/ESA Divorce Transfer Request Form | Charles Schwab

  Complete and sign this form and return it to Schwab to request a transfer of interest from one IRA or ESA account to a spouse’s or an ex-spouse’s IRA or ESA account as a result of a divorce decree or separation instrument.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.

• Preferred Stock: A Potential Income Tool | Charles Schwab

  If you're considering adding preferred stocks to your portfolio, know the benefits, characteristics, and risks.

• College Savings Account | Education & Custodial | Charles Schwab

  Opening a college savings account can be a smart way to establish a college fund for a family member, a friend, or even yourself.

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

  Home Loans & Rates Pledged Asset Line Credit Cardscountry-specific restrictions. Learn more about our services for non-U.S. residents, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients. © 2025 Charles Schwab & Co., Inc. All...

• Gifting Appreciated Stock to Kids | Charles Schwab

  Can you gift stocks to your children or grandchildren and potentially avoid capital gains? Learn more about the considerations to make when gifting stock to kids.

• Ian Frank | Financial Consultant in MD | Charles Schwab

  Ian Frank is a Financial Consultant at Charles Schwab serving Towson, MD. Request an appointment or contact us today to speak with a financial consultant.

• Taxes 2024: 8 Things to Know Now | Charles Schwab

  With Tax Day approaching, here are eight things to keep in mind as you prepare to file your 2024 taxes.

• Washington: What to Watch Now | Charles Schwab

  Schwab's point of view on political and regulatory issues before Congress and elsewhere in Washington, D.C. that could potentially affect investors.