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• How Grandparents Can Help Pay for College | Charles Schwab

  Superfunding a 529 or making direct tuition payments to a university can offer tax advantages, but the key to any strategy is planning.

• How Well Do You Know Market Cap? | Charles Schwab

  Market cap is a key guidepost for anyone building a portfolio. Here's what to know.

• How to place an options trade | Charles Schwab

  Place single-leg and multi-leg options trades using Schwab Trading Tools.

• American Express Platinum Card® for Schwab | Charles Schwab

  Enjoy unique cards with premium rewards, services, and experiences from American Express. Designed exclusively for Schwab investors.

• How to use Schwab Assistant | Charles Schwab

  Financial Planning Offering How Much You Need to Retire Planning Calculators ComplimentaryHow We CompareMore choices. More ways to invest how you want. Explore ways to invest

• How to check order status | Charles Schwab

  review existing orders, display specific orders, and set order status viewing preferences.Read PDF: How to check order status...

• How to Use a Total Return Approach | Charles Schwab

  In addition to dividends and interest, an entire portfolio—including cash balances and asset sales—can be used a source of funds in the total return approach.

• What is the VIX and How to Trade VIX ETFs | Charles Schwab

  Want answers to what is the VIX and how to trade VIX ETFs? Learn the basics of the VIX, how to access the VIX through futures contracts, and more....

• Wash-Sale Rule: How It Works & What to Know | Charles Schwab

  Don’t run afoul of the wash sale rule. Find out how the wash sale rule works and how to identify a "substantially identical" investment....

• How to use Fund Finder | Charles Schwab

  Find mutual funds or exchange-traded funds that meet your criteria with Fund Finder.