Schwab

Stock Commission: $0.00
Minimum to open an account: $0.00
S&P 500 stocks are available for purchase as fractional shares with a minimum $5.00 purchase.
Offers dividend reinvestment fractional share purchases: Yes
Automated Investing Fee: 0.00%
Automated Investing Minimum: $5,000.00
Offers IPO Access to Retail Investors: Yes
Margin Interest Rate: 13.58%
Uninvested cash earns: 4.40% APY
Uninvested cash ticker: SWVXX
Account Transfer or Closeout Fee: $50.00

Mandatory default cash sweep pays only 0.48% APY but you can manually move money in and out of money market mutual funds for better rates.

Current Bonus Offers

	Bonus Offer	Monthly Fees	Start Date	End Date	Offer Details
Schwab - Referral Reward	$300 if you complete $50,000.00 in deposits within 45 days of account opening and maintain that balance for 365 days.				Details
Schwab - Starter Kit	$101 if you complete $50.00 in deposits within 30 days of account opening.				Details

Managed Investments

Investment	Expense Ratio	Ticker	Minimum	Type	Category
Schwab S&P 500 Index	0.02%	SWPPX	$1.00	Mutual Fund	IndexLargeCap
Schwab US Broad Market	0.03%	SCHB	$0	ETF	IndexLargeCap
Schwab US Large-Cap	0.03%	SCHX	$0	ETF	IndexLargeCap
Schwab Total Stock Market Index	0.03%	SWTSX	$1.00	Mutual Fund	IndexLargeCap

Past Bonus Offers

	Bonus Offer	Monthly Fees	Start Date	End Date	Offer Details
Schwab - Investor Reward	$200 if you complete $50,000.00 in deposits within 45 days of account opening.			Mar 31, 2024	Details

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