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• Guide to Asset Classes & ETFs | Charles Schwab

  View the Schwab Intelligent Portfolios Guide on Asset Classes.

• Wealth Management | Sample Scenarios

  Explore how Schwab Wealth Advisory's wealth management professionals can help clients understand and optimize finances during retirement.

• How to check order status | Charles Schwab

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

• Schwab Wealth Trust Services™ | Charles Schwab

• Midyear Outlook: The Fed & the U.S. Economy | Charles Schwab

  Kathy Jones and Liz Ann Sonders discuss the broader macroeconomic outlook and potential central bank policy for the second half of the year.

• Set Up thinkorswim® Desktop for Options Trading | Charles Schwab

  How to customize the thinkorswim® desktop platform especially for options—streamlining the option chain based on your trading style, setting up custom options screeners, and more.

• Recent Questions From Investors | Charles Schwab

  Liz Ann Sonders and Kathy Jones answer recent questions from investors, covering topics such as tariffs, bond yields, the Federal Reserve, and more.

• PCRA Pricing Summary | Charles Schwab

  This document provides you with a summary of your plan-specific commissions and transaction fees for trade orders placed in your Schwab PCRA.

• Does the Resilient Economy Equal a Higher Potential Growth Rate? | Charles Schwab

  Liz Ann Sonders and Kathy Jones examine why the economy continues to show resilience despite higher interest rates and inflation concerns.

• Fair Is Fair: With Guests John Thorn & Richard Thaler | Charles Schwab

  It's hard to be objective about fairness—because what seems fair so often depends on your reference points.