Charles Schwab Trading Platform Web Tutorial

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DISCLAIMER:
This video is for entertainment purposes only. I am not in any way acting as an agent or representative of the Department of Defense or United States Federal Government when presenting this information. I am not a legal or financial expert or have any authority to give legal or financial advice. While all the information in this video is believed to be accurate at the time of its recording, realize this channel and its author makes no express warranty as to the completeness or accuracy, nor can it accept responsibility for errors appearing in this video.

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Good overview. One bad info: dividends are paid out to you (not to Schwab), you then direct Schwab to reinvest which means you'll pay taxes (albeit at a lower "qualified" dividends rate, i.e. at LTCG rate).

RMintOptions
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I like the look of the platform. Saving for later and probably setting up an account soon.

NaamWynn
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Thanks so much for posting this, great tutorial. I talked to a financial planner from Fisher who told me that for my income level I'm better off using Charles Schwab and he recommended purchasing ETFs synched to the S&P 500; because that's what he personally does. I opened my account and was a little bit overwhelmed but your video is great! Thanks again!

edrose
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i have used Schwab a for 2 years.... Your tutorial taught me things I did not know.... The settings to change the order of stocks and etf in terms of performance and then back to size of positions .... back and forth makes Schwab more useful.... New topic. Schwab has helped me place Limit Stop orders on stocks.... the Stop Limit orders got me out of the market in the March I waited and then bought back up 45 to 55 % in just 5 months.... so the thing I would like to say is Schwab as people willing to talk to you for over a half hour or more to make sure you know what you are doing. a

authorcraigcothren
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I recently opened an account with Charles Schwab but was having a hard time navigating the research tools. Thanks a lot for this video it was very well made and exactly what I was looking for!

ronsaxeditz
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Informative video, thanks. If you are considering Schwab, I give them the highest praise for amazing customer service! I love being able to chat with someone via a small window while getting other stuff done. Other brokerages sometimes have terrible customer service. Some places only sell you their mutual funds, no reason to invest with those companies these days. Also, the Schwab "Street smart edge" software is free and brilliant! I absolutely love it, and wouldn't want to invest and research without it. So customizable, and I love how I type the ticker in once, and then that ticker will appear in several windows with the info I want about each stock. It looks complex, but it doesn't have to be.

Also, you should read about how the share price changes slightly when the dividend pays out. I used to think what you thought about timing my purchase of a dividend-paying stock, but it is far less of a factor than you think. I'm no expert, just trying to be helpful.

simplejj
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I've been using Schwab as my main brokerage for trading shares for almost a year now and I've loved it! No complaints. I actually opened my account last year right when they announced $0 commissions.

mroblivion
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This was a very interesting and informative video. You covered lots and went a bit too fast for me but I can watch it again. We've been with CS for I think about 6 years and learned more about their website from you than from any of their staff members I've talked to. Many thanks for putting this together.

berryconway
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Schwab’s research and educational tools are first class. I have brokerage accounts with Schwab, M1, and Fidelity. I employ different strategies on each platform. I first became familiar with Schwab through my company’s 401(k) program. They’re the administrator. Their planning tools are also great to help you see how your money can grow and to project out various scenarios. I’m a big fan of Schwab.

roderick
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This is my first day with Charles Schwab stock slices. I'm glad that I found your channel Jake and I just subscribed. You certainly help to make it clear.

bradmalinowski
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i just started with CS, and i didn't know anything about trading nor using the network. I gotta say man you made it easy to use CS, and now i'm slowly getting into it, still too inexperience but i got a little understanding of the whole thing. Make more man!!! You got a supporter here lol

sai
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Amazing way to explain things. I wish you had a class or an online trading school. I understand everything the way you explain things

bdmc
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Thank you Jake. Your videos are a tremendous help for beginners like myself. Comfortable pace, clear explanations, adroit demonstrations. Win, win, win.

edwardturner
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Quick, concise, and thorough. Very nicely done.

michaelcunningham
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Sir, I really appreciate how you correctly display your American flag. Also, your content is solid.

noahwiley
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I appreciate that you took the time to do this. TD is moving all their people to schwab and now I feel great about it

yourportlandlifestyle
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Thank you! I signed up for Vanguard years ago to be an index investor. Switched to being a dividend growth investor and have stayed with Vanguard but wondered about Schwab all along. This is helpful. Much better.

guyesmith
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Been looking for a solid simple video. Many just go right over my head. This was great information. I am going to setup an account based on the great information, which shows me I could do this too. Thanks.

OurOregonlife
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I really like your videos because you move fast and provide value about what you talk about. Some narrators pretty much just read the labels back to you.

RickBeall
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I am 13 yrs old and this was so easy to understand! I am interested in investing and this video was very helpful. Thank you!

aidancheon