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• The Pros and Cons of Direct Indexing | Charles Schwab

  Direct indexing allows investors to customize for their individual needs and potentially higher after-tax returns. Discover more about this investment strategy.

• How to Avoid Capital Gains Tax on Home Sale | Charles Schwab

  Record-high home prices could mean outsized capital gains taxes on home sales. Learn how to manage your cost basis to keep your tax liability as low as possible.

• The Schwab One® Custodial Account Info Sheet | Charles Schwab

  A custodial account allows you to open an account in a child’s name and manage it, typically until the child reaches age 18 or 21 and takes full control of the account (or can be up to age 25, depending on state laws).

• Tax Advantages and Risks of Direct Indexing | Charles Schwab

  Direct indexing can boost after-tax returns for investors. Discover how this strategy can make your portfolio more tax-efficient and the potential drawbacks.

• How to add and manage an authorized user | Charles Schwab

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Home Loans & Rates Pledged Asset Line Credit CardsOverview Government Policy International

• How to monitor positions | Charles Schwab

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Home Loans & Rates Pledged Asset Line Credit CardsOverview Government Policy International

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

  Schwab.com 中文登入 Schwab International Schwab Advisor Services™ Schwab Intelligent Portfolios®Home Loans & Rates Pledged Asset Line Credit CardsOverview Government Policy International

•  Answers to Common Questions About Futures | Charles Schwab

  Learn about the basics of futures contract specifications, including notional value and tick size.

• Is Bitcoin a Good Investment? | Charles Schwab

  Bitcoin and other cryptocurrencies have grown in popularity for years; now ETFs are available. If you're considering investing, here are some key things to know.

• Statement of Financial Condition | Charles Schwab

  Report of independent registered audit firm.