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Enhancing Your Portfolio with Thinkorswim ETFs at Schwab

Schwab ETFs: A Diverse Range of Options

When it comes to building a robust and diversified portfolio, access to a wide variety of ETFs is crucial. At Schwab, investors are offered a comprehensive selection of ETF options, ranging from low-cost Schwab ETFs that form the foundation of your portfolio to a broad array of third-party ETFs. This diverse set of choices ensures that investors can customize their investments to suit their specific goals and risk tolerances, all while benefiting from the cost-effective nature of ETF investing. The $0 online commission on all available U.S. exchange-listed ETFs further adds to the appeal of investing through Schwab, making it a cost-efficient platform for individuals looking to optimize their portfolios.

Featured Schwab ETFs: A Closer Look

Schwab's lineup of featured ETFs provides investors with targeted solutions for various investment objectives. For instance, the Schwab Mortgage-Backed Securities ETF (SMBS) aims to track the total return of an index composed of investment-grade mortgage-backed securities issued and/or guaranteed by U.S. government agencies. This ETF offers a unique way to gain exposure to the real estate market through a diversified and professionally managed investment vehicle. Similarly, the Schwab Ultra-Short Income ETF (SCUS) is designed to seek income consistent with capital preservation by investing in short-term, U.S. dollar-denominated debt securities. With an emphasis on daily liquidity and professional money management, this ETF caters to individuals seeking stability and income generation in their portfolios.

Executing Your Investment Strategy with Schwab

The Schwab Fundamental U.S. Large Company ETF (FNDX) is another noteworthy offering that aims to track the performance of large U.S. companies based on their fundamental size and weight. This ETF provides exposure to domestically focused companies with strong fundamentals, offering investors a way to participate in the growth potential of the U.S. market. Moreover, Schwab's market cap ETFs and Fundamental Index ETFs can complement each other effectively, allowing investors to construct well-balanced and diversified portfolios that align with their investment objectives and risk profiles. Not only do Schwab ETFs boast low operating expenses, but they are also managed by Schwab Asset Management®, a reputable and experienced asset manager in the industry.

Diversification and Access to More Choices

In addition to Schwab-managed ETFs, investors can access over 3,000 third-party ETFs on the U.S. exchanges through Schwab's platform. This extensive selection covers a broad range of asset classes and fund companies, ensuring that investors have access to diverse investment opportunities across various Morningstar categories. Whether investors are looking to invest in domestic equity, international equity, fixed income, or strategic beta solutions, Schwab's platform offers the tools and resources needed to research, compare, and ultimately select the right ETFs for their portfolios. With $0 commissions for online trades on all U.S. exchange-listed ETFs, Schwab makes it cost-effective and convenient for investors to implement their investment strategies.

Comprehensive Guide to Small Business Retirement Plans by Schwab

Individual 401(k)—Traditional and Roth

The Individual 401(k) plan offered by Schwab is tailor-made for owner-only businesses with no employees. This plan boasts key features such as traditional and Roth salary deferral contributions, high contribution limits, and flexible annual contributions. Both the employer and employee, who is also the owner, can make contributions to this plan, making it a versatile option for small businesses looking to save for retirement.

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Schwab Personalized Indexing: Enhancing Your Portfolio with Direct Indexing

The Power of Personalized Direct Indexing

Schwab Personalized Indexing offers investors the opportunity to take their index investing to a whole new level by providing a customizable direct indexing strategy. Unlike traditional index investing through ETFs and mutual funds, direct indexing allows investors to own individual stocks mirroring the characteristics of a specific index. This level of control and personalization can enhance your portfolio's performance and align it more closely with your investment goals.

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Enhancing Accessibility with Thinkorswim at Charles Schwab

Improved Online Access

Charles Schwab's commitment to accessibility is evident in its adoption of Web Content Accessibility Guidelines (WCAG) version 2.2, level AA, as the standard for web and mobile content. This ensures that individuals of all abilities can easily access and navigate Schwab's online platforms. If you encounter any issues with accessibility, Schwab provides a dedicated phone line and email address for assistance, catering to a range of needs and devices.

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Investing in Fixed Income Products with Thinkorswim

Introduction to Bond Mutual Funds

Bond mutual funds are a popular investment option that pool money from investors to buy various types of bond investments. These funds offer a convenient way to own a professionally managed, diversified bond portfolio. With bond mutual funds, investors can benefit from oversight of the securities held, automatic reinvestment of interest payments, and the ability to tolerate fluctuations in monthly income and investment value.

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Empower Your Investments with Thinkorswim Intelligent Portfolios at Schwab

Automated Investing Made Easy

Thinkorswim Intelligent Portfolios, offered by Schwab, provides an automated investing solution that takes the hassle out of managing your portfolio. With this robo-advisor, you can sit back and relax while your investments are handled by experts. The robo-advisor constructs, monitors, and rebalances your portfolio based on your unique goals and risk tolerance. This hands-free approach allows you to enjoy 24/7 support from U.S.-based professionals, ensuring that you always have the help you need at your fingertips.

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