Charles Schwab Fees Review, Commissions Schedule, IRA Account Rates, Brokerage Mutual Fund Fees, Stock Trading Costs in 2017

Charles Schwab Fees and Commission Structure

Stocks and ETFs $4.95
Stocks and ETFs broker assisted $29.95
Stocks and ETFs phone trades $9.95
Options $4.95 + $0.65 per contract
Mutual funds $76 to buy, $0 to sell
CDs, Corporate Bonds, Municipal Bonds, Government Agencies, Zero-Coupon Treasuries, including STRIPS and Mortgage-Backed Securities $1 per bond, $10 minimum, $250 maximum
Preferred Stocks and REITs $4.95
Commercial Paper and Foreign Bonds, Unit Investment Trusts call for pricing

Investments stocks, bonds, mutual funds, futures, Treasury issues, options, CDs, insurance, ETFs, annuities, non-U.S. securities and ADRs, WEBs and Canadian foreign orders
Charles Schwab minimum deposit to open account $1,000 for cash account, $2,000 for margin account
FeesCharles Schwab fees
Promotion and login linksCharles Schwab login, Charles Schwab promotions

Charles Schwab IRA Fees

Fee Amount
Charles Schwab IRA setup fee $0
Charles Schwab annual IRA fee $0
Charles Schwabe IRA termination fee $0
Charles Schwab account maintenance fee $0
Charles Schwab account inactivity fee $0
Charles Schwab outbound full account transfer (ACAT) fee $50
Charles Schwab outbound partial account transfer fee $25

Charles Schwab Margin Interest Rates

Debit Balance Margin Rate
$0 - $24,999.99 8.50%
$25,000 - $49,999.99 8.00%
$50,000 - $99,999.99 7.00%
$100,000 - $249,999.99 6.875%
$250,000 - $999,999.99 6.75%
$1,000,000 - $2,499,999.99 6.25%
above $2,500,000 6.00%

Charles Schwab Account Activity Fees

Amount Late settlement$25
Mutual fund Online and Automated Phone short-term redemption fee$49.95
Mutual fund Broker-Assisted short-term redemption fee$49.95, plus $25 service charge
Order out of certificates (for U.S. and Canadian securities)$500 per certificate $0 per issue
Order out of certificates (for foreign securities)Physical certificates Variable fee (based on the location of the transfer agent)
Restricted stock re-registration/gifting$75 per transfer
Failure to maintain required minimum balance in certain Schwab Proprietary Non- Sweep Money Funds, including SVAI (check prospectus for minimum balance requirements) $10 per redemption

Related articles:     Charles Schwab vs Ameritrade      Charles Schwab vs Fidelity      Charles Schwab vs Etrade

Custody Fees for Non-publicly Traded Securities

Annual maintenance fee for restricted securities$150 per position
Annual maintenance fee for other non-publicly traded securities$250 per position
Maximum of $500 per account
If applicable, fees for ineligible securities and valuation are additional.
Transaction fee$100 per transaction
Ineligible security fee$250 per year per position
Valuation fee Effective September 1, 2013: $500 per year per position valued
Non-transferable fee$1 per month per position

Note: Certain Non-Publicly Traded Securities may be exempt from certain fees. Custody fees for Non-Publicly Traded Securities are billed annually in arrears.

Charles Schwab Fees List

Charles Schwab listed its fees in this document.

Charles Schwab Review and Website Link

Read full Charles Schwab Review.

Charles Schwab fees are as of 2017 and are subject to change. For the most recent information on Charles Schwab fees go to their website:

Charles Schwab

Updated on 3/3/2017.

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