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• Thematic Investing - Browse our 40+ Themes

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

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

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

• Investing Costs: Mutual funds, ETFs, Stocks | Charles Schwab

  Understand the cost breakdown for investments at Schwab. Discover the transparency of trading ETFs, bonds, options and more with Charles Schwab.

• Types of ETFs: Choosing ETFs for Your Portfolio | Charles Schwab | Charles Schwab

  Discover the many types of ETFs and learn which may be suited for your financial needs, goals, and portfolio diversification.

• Separately Managed Accounts | Charles Schwab

  Learn about Schwab's offer of separately managed accounts to get the diversification and specialization that is right for you.

• 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 Managed Portfolios Asset Allocation | Charles Schwab

  Compare Schwab's asset allocation strategies that are professionally managed, broadly diversified portfolios of low-cost ETFs or mutual funds.

• Schwab Bank Designated Beneficiary Plan Application | Charles Schwab

  Bank Offerings Checking Savings Home Loans & RatesFinancial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We Compare

• 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.

• Cash Features Program Disclosure Statement | Charles Schwab

  Summary of changes to Schwab's Cash Features Program. If you have any questions or need more information about the cash features described in this Disclosure Statement, please call us at 1-800-435-4000.