It's time to take a fresh look at your portfolio.

The Schwab Portfolio Checkup® tool can help you stay on track with your goals and keep your investments neatly aligned.

INSIGHTS AND EDUCATION

Our new podcast: Hear from people just as invested in golf as we are.

Latest market news and insights

  • Why International and Why Now

    Why International and Why Now
    The shifting change in market leadership to international outperformance may call for a portfolio review to assess overexposure risks.
  • Weekly Market Outlook

    Weekly Market Outlook
    Chief Global Investment Strategist Jeffrey Kleintop's 90-second take on the markets for the week ahead.
  • Weekly Trader's Outlook

    Weekly Trader's Outlook
    Stocks are on track for significant weekly gains, as investors applaud the incremental positive trade negotiations between the U.S. and the rest of the World.

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Announcing two limited time welcome offers.

Earn a Statement Credit or Membership Rewards­® points with The Charles Schwab Cards from American Express.

Offer ends 6/11/25. Terms Apply.

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Adjustable-rate mortgage loans could provide lower initial monthly payments.

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Stockbrokers.com 2025 Annual Awards

#1 Overall Broker

The StockBrokers.com 2025 Annual Awards were announced on January 28, 2025. Criteria, testing methodologies, and rankings were determined by StockBrokers.com. Companies were assessed across StockBrokers.com 7 Primary Categories: Range of Investments, Platforms & Tools, Research, Mobile Trading, Education, Ease of Use, and Overall. See stockbrokers.com/annual-awards-2025 for more information.

Investor's Business Daily: Best Online Brokers 2024

12 Year Winner: Rated a Best Online Broker

The IBD Best Online Brokers accolade was published by IBD on January 25, 2024, and is for a 30-month timeframe. The criteria, evaluation, and ranking were determined by Investor's Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence. https://investors.com/best-online-brokers-2024/ Schwab paid a licensing fee to York Graphic Services, LLC. for use of the accolade and corresponding logos through August 2, 2026.

Investor's Business Daily: Ranked #1 Most Trusted Bank

The IBD Most Trusted Bank accolade/recognition was published online by IBD on September 20, 2024, and is licensed for a 15-month timeframe. The criteria, evaluation, and ranking were determined by Investor's Business Daily in conjunction with its research partner, TechnoMetrica Market Intelligence, and were based on consumer surveys conducted May-July 2024. Schwab paid a licensing fee to York Graphic Services, LLC. for uses of the award and logos through January 4, 2026.

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Our Client Relationship Summaries offer a brief summary of our services, fees, and obligations when we work with you in a broker-dealer or an investment advisory relationship. Learn more at schwab.com/transparency >

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