Charles Schwab Mobile Trading App Tutorial

  Рет қаралды 91,958

Jake Broe

Jake Broe

Күн бұрын

Like, Comment, and Share my videos!
🔔 SUBSCRIBE HERE 🔔 bit.ly/BroeSubscribe
💯 LET’S CONNECT 💯
❤ Patreon @ Jake Broe 👉 / jakebroe
📷 Instagram @JakeBroe 👉 / jakebroe
🐦 Twitter @Broe_Jake 👉 / broe_jake
Check out my entire playlist on investing with Charles Schwab:
• Charles Schwab Investing
👇 👇 Watch My Other Videos Here 👇 👇
★ Charles Schwab Trading Platform Web Tutorial
• Charles Schwab Trading...
★ How to Buy Stocks w/ Charles Schwab
• How to Buy Stocks with...
★ Charles Schwab Platinum Card UNBOXING + Review
• Charles Schwab Platinu...
You can support my channel by shopping on Amazon!
Click the link below and then just buy anything you want!
► ► ► amzn.to/2UCE3uT
📷 📷 My KZbin Equipment 📷 📷
► My Camera 👉 amzn.to/2UZpFwA
► My Wide-Angle Lens 👉 amzn.to/2Qwf3Sq
► My Wireless Microphone 👉 amzn.to/2QBV9W0
► My Shotgun Microphone 👉 amzn.to/36bdLTv
► My Lighting 👉 amzn.to/2F5Ey7V
► My Light Diffusers 👉 amzn.to/2tjF8fG
► My GorillaPod 👉 amzn.to/2Q94aqI
► My Tripod 👉 amzn.to/37kBnVQ
► My SD Card 👉 amzn.to/36dP3Sy
What flag is that? 👉 amzn.to/357sptp
What is your background? 👉 amzn.to/38p4w2U
================
📚 📚 Books That Changed My Life 📚 📚
📗 How to Win Friends & Influence People 👉 amzn.to/2F3ahGC
📕 Dumbing Us Down 👉 amzn.to/2spodrZ
📘 Quiet - The Power of Introverts 👉 amzn.to/36b2ti3
📙 The Red Queen 👉 amzn.to/2QzNW8W
📔 Alexander Hamilton 👉 amzn.to/2sn5eOJ
📒 A People’s History of the United States 👉 amzn.to/2spnV4p
================
www.schwab.com/public/schwab/...
================
💯 LET’S CONNECT 💯
📷 Instagram @JakeBroe 👉 / jakebroe
🐦 Twitter @BroeJake 👉 / broejake
👥 Facebook @ [coming soon] 👉 [coming soon]
📧 E-mail me at: [coming soon]
================
#SchwabMobile #SchwabTrading #SchwabStocks
================
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.
ADVERTISER DISCLOSURE:
Jake is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to www.amazon.com. Additionally, other referral links are included and this channel does receive compensation for sending traffic to partner sites. Shopping through our links is an easy way to support the channel and we appreciate and are super grateful for your support!

Пікірлер: 255
@JakeBroe
@JakeBroe 3 жыл бұрын
Thanks for watching everyone! If you found this video helpful, then support my channel by giving it a LIKE and checking out my entire playlist of videos on investing with Charles Schwab! kzbin.info/aero/PLscTZuOqKWIy6s-3LSH2qNiNZW5tNIOMB
@LouisTheTraveler76
@LouisTheTraveler76 Жыл бұрын
I am being forced to migrate to Schwab from TD so I really appreciate your Demo. It was very informative and I am much less apprehensive. Thanks!
@rera6682
@rera6682 Жыл бұрын
That’s why I’m here too
@Izagric
@Izagric Жыл бұрын
I’m on the same boat. Have you figured out how to set alerts?
@Patriot-of5ee
@Patriot-of5ee 11 ай бұрын
@@IzagricI need assistance in setting up alerts as well. Have you figured it out.
@mississippiapple1078
@mississippiapple1078 11 ай бұрын
Omg! Me too! Hope the options ui is decent
@rodrigoelgu
@rodrigoelgu 10 ай бұрын
How do i get live data and level 2?
@miguelmal
@miguelmal 4 жыл бұрын
I've been wanting to have an inside look at how Schwab's app works, thanks for this!
@JakeBroe
@JakeBroe 4 жыл бұрын
You are very welcome Miguel! Thanks for the comment!
@MwelwaNguni
@MwelwaNguni 4 жыл бұрын
This app makes Robinhood's look like childs play
@iukeay
@iukeay 4 жыл бұрын
You should look into streetsmart edge by charles swab
@d.lowding
@d.lowding 3 жыл бұрын
@@iukeay is that different from the standard schwab app?
@JakeBroe
@JakeBroe 3 жыл бұрын
Robinhood deliberately tries to keep it simple to not overload new investors. But they just don't offer everything a full service bank offers.
@youarehere1251
@youarehere1251 3 жыл бұрын
I have Robinhood account for cryptocurrency only, can't beat zero fee.
@alexojeda8915
@alexojeda8915 4 жыл бұрын
Just decided to take stocks more seriously and downloaded the app! Thank you very much for the in-depth tutorial. Will define you check out more of your videos.
@JakeBroe
@JakeBroe 3 жыл бұрын
Thanks for the comment Alex! I recently just uploaded a bunch of videos on stock market investing. Be sure to check them out!
@allthingsamato1776
@allthingsamato1776 3 жыл бұрын
I’ve had a Schwab account since 2017 and never invested a dime. That is about to change. Thank you so much!!
@JakeBroe
@JakeBroe 3 жыл бұрын
Awesome! Welcome to the markets Irini! Crazy times!
@allthingsamato1776
@allthingsamato1776 3 жыл бұрын
Jake Broe Indeed! Thank you!!
@ScottLeRay
@ScottLeRay 4 жыл бұрын
Thanks for the review Jake. Charles Schwab bought USAA brokerage assets. Everyone with USAA brokerage accounts will be automatically switched over to Charles Schwab next week. I'm excited about the change.
@JakeBroe
@JakeBroe 4 жыл бұрын
Me too! I have a ROTH IRA with USAA and I'm excited to get it over to Schwab. I'm slowly working towards that $250,000 investment holdings requirement with Schwab to get my customer appreciation credit of $100 on my Schwab Platinum card every year, lol.
@UNignorantpod
@UNignorantpod 3 жыл бұрын
Great job once again. You've gained a new sub! Thanks again.
@JakeBroe
@JakeBroe 3 жыл бұрын
Welcome to the channel Chris! Glad to have you! I have some videos on how to short sell on Schwab coming out this week. Be sure to check back and watch them!
@margaretkiladjian477
@margaretkiladjian477 3 жыл бұрын
Dear Jake, Thank you very much for the tutorials. Very helpful! Question: Would the app allow me to sell a particular lot of a stock? I haven’t been able to do that but on my computer? Thanks
@deviambati3805
@deviambati3805 2 жыл бұрын
Thank you for another great video about mobile app. Easy to follow.
@itsjustkevin6652
@itsjustkevin6652 4 жыл бұрын
I opened a Schwab account same day you posted this. It helped a lot thanks
@JakeBroe
@JakeBroe 4 жыл бұрын
Awesome! Thanks for watching Kevin!
@Lhb428
@Lhb428 3 жыл бұрын
Buffer and Munger refer to this as a Closet Index Investor. I was on my way to having 30 stocks, but I was uncomfortable having a little bit of everything. To each their own. Looking good
@user-qp9so2zo1z
@user-qp9so2zo1z 7 ай бұрын
Good stock picks. This guy knows
@Mousirelen
@Mousirelen 4 жыл бұрын
thank you! you are really an open book. you laid it all out there.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Ruel! Maybe someday I might need to be more secretive... but I feel like by being as transparent as I can now can motivate help others to save and invest.
@Mousirelen
@Mousirelen 4 жыл бұрын
@@JakeBroe brilliant that being your intention, you are a "class act". Thats more encouraging and motivating to start with whatever you have, than if Charles Schwab was publicly pitching the idea in a commercial.
@leonidesperez5291
@leonidesperez5291 2 жыл бұрын
Thanks for the video. I was looking for something like this 👍🏼
@JakeBroe
@JakeBroe 2 жыл бұрын
You are welcome Leonides! Cheers!
@dhg903
@dhg903 3 жыл бұрын
Can you do any research on stocks you don’t know the ticker symbol? Like filter etfs by category or cap size from the app?
@stephen41467
@stephen41467 Жыл бұрын
Great tutorial, Jake. Love the Milwaukee Flag!
@stacyjohnson7395
@stacyjohnson7395 10 ай бұрын
I’m moving over from TDA Great information .. I’m trying to make a decision go to CW, VG or Fidelity. Thank you👍🏾
@jennyf4507
@jennyf4507 3 жыл бұрын
Really help a lot! Thank you so much.
@JakeBroe
@JakeBroe 3 жыл бұрын
You are very welcome Jenny! Cheers!
@Greg-mb7po
@Greg-mb7po 3 жыл бұрын
Jake -- this is another good video. Got the app a while ago but still had some confusion about some the ins and outs. Thanks! Different thought.... Watched you video on Roth and retirement. Have you done anything for those who have already retired and want to do their own investing for whatever reason?
@EntrenadorEdgarDeAlba
@EntrenadorEdgarDeAlba 4 жыл бұрын
How to put a stop loss in a options contract more quickly, in relations of the chart of the stock, thanks
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Edgar! I am making a video soon on how to trade options. Be sure to check back for those!
@mercerwilliams6537
@mercerwilliams6537 3 жыл бұрын
Thanks so much for the info! You've been a life saver as I am looking into moving brokerages to Charles Schwab.
@JakeBroe
@JakeBroe 3 жыл бұрын
Awesome! Thanks for watching and thanks for the comment Mercer!
@doyoungahn2802
@doyoungahn2802 3 ай бұрын
Thank you! Is it possible to convert stocks? For example, move Tesla stock to Google? Is there any fee I need to be aware of?
@igotbig1333
@igotbig1333 3 жыл бұрын
Balances tab. Could you please explain. settle funds + borrowing. I would greatly appreciate it if you could explain all the different things in this tab. Thank you.
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Steve! I have margin trading enabled. This means Schwab will let me borrow money to trade whenever I want and I can borrow against the equity of my stock holdings. Check out my video on margin trading to learn more! kzbin.info/www/bejne/j6PVnXqkZtyIfac
@garyboudreau2872
@garyboudreau2872 5 ай бұрын
Where is the refresh button to update the account as you watch your accounts ??? Thx
@yukimuli170
@yukimuli170 3 жыл бұрын
Thanks this has helped me 👍🏿
@JakeBroe
@JakeBroe 3 жыл бұрын
You are very welcome Yuki! Cheers!
@suzya3061
@suzya3061 2 жыл бұрын
Hi Jake, thank you for the info using this app. I’m new to investing and just opened a CS account. How do I buy slices through this app? Thank you.
@GenZInvestor
@GenZInvestor 4 жыл бұрын
I don't used Schwab but it was interesting to see how they app was designed!
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey GenZ! I don't think it is the most interesting and fun app to use, but I actually like that. Robinhood was TOO GOOD and I kept compulsively checking it and spending time on it. That doesn't really help me as a buy and hold investor, lol. This does the job if I'm on the go and just want to buy something after getting a deposit.
@casas559n
@casas559n 3 жыл бұрын
Can you set automatic investments in mutual funds in the app
@kellymeredithdc7436
@kellymeredithdc7436 4 жыл бұрын
With this new technology, what are your thoughts on trying to go it alone with investing vs using a broker? Do you think a newbie should get in the mutual funds and EFTs and some stock picks or have someone really guide you. Im a newbie and want to get investing now. Recently acquired an inheritance and need to get it making more than a saving account percentage. Thanks for any tips. I have been watching your Info. I really enjoy all you are bringing to the table. Love your credit card revival well.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Kelly, depending on the size of your inheritance, you might want to hire someone to help you manage it. However, I personally am convinced there is no need to put any thought beyond putting everything in an S&P 500 index fund. Live off the dividends, sell whatever you want when you need it. Paying someone to manage it is just money you are losing for someone to manage your money on average worse than the market average. I highly recommend this book to learn about index investing. amzn.to/2ziFWEr
@logicmr.8351
@logicmr.8351 3 жыл бұрын
Great content, as I just downloaded Charles Schwab and I found this! Can u do a video for the chart set up? candle bar, kd, macd... etc what is the one u preferred
@JakeBroe
@JakeBroe 3 жыл бұрын
Thanks Logic! I just use Yahoo Finance to check charts. Super simple and look great. Better than Schwab's website. kzbin.info/www/bejne/fnrUanSmrrSCnbs
@Joebanker80
@Joebanker80 3 жыл бұрын
Open a Roth Contributory IRA as well with Schwab if you want to buy and hold stocks long term it’s a better option ... NO tax on gains unless you withdraw before you’re 62 and you can sell and trade regularly as well within the Roth with NO tax on gains. I opened my Schwab ROTH a week ago and I’ve already hit a 10% gain buying and selling the same day ... it’s a rinse and repeat process.
@briancurran1140
@briancurran1140 4 жыл бұрын
Very good video learned a lot thank you 👍👍👍
@JakeBroe
@JakeBroe 3 жыл бұрын
Thanks for the comment Brian! Cheers!
@OurOregonlife
@OurOregonlife 4 жыл бұрын
Could you do a video on selling ? I am not sure as I read conflicting accounts of what happens. Say I have StockA, sell it where does the money go, and how long does it stay. Looked around the Charles Schwab site and didn't see anything clear. I get how fund get in an purchase. But when you sell where does it go? And what happens, how much time to buy in , does time run out... ? I am really new to this. Really enjoy your approach so far everything make sense. But can't figure this part out. ( I do not have any accounts other then broker with Charles Schwab. ) Thanks keep up the great material.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey P C! When you sell a stock, it is at the agreed upon price between two brokers for the prices the owners wanted. If I own stocks in Apple and they are held in my Schwab brokerage account, then I sell them to a private individual buying them from a Robinhood account, the brokers move the funds first to the buyer and sellers and the stocks actually take a couple days to officially settle in the accounts.
@LataushaTheAuthor
@LataushaTheAuthor 3 жыл бұрын
Very easy to understand ty
@JakeBroe
@JakeBroe 3 жыл бұрын
You are welcome Latausha! Cheers!
@minlou4639
@minlou4639 3 жыл бұрын
Thanks, this was helpful.
@JakeBroe
@JakeBroe 3 жыл бұрын
Thanks for letting me know Min! Cheers!
@elee325
@elee325 4 жыл бұрын
Thx for the video. Is there a way to set up alerts for the stocks via mobile app?
@JakeBroe
@JakeBroe 4 жыл бұрын
I'm sure there is. You might need to log on to their desktop browser version to see that option. I'm not sure.
@elamigoanonimoamigoanonimo1925
@elamigoanonimoamigoanonimo1925 3 жыл бұрын
Hi! Is it possible to put stocks alerts on this app?
@jamesmalone334
@jamesmalone334 3 жыл бұрын
Thanks for sharing this.
@JakeBroe
@JakeBroe 3 жыл бұрын
You are very welcome James! Cheers!
@TodayIFeelLike
@TodayIFeelLike 3 жыл бұрын
Hello I watched your video and I didn't see what I was looking for in your video but maybe I just missed it. Can you share how to set a trigger. For instance if I want a notification if a stock goes above or below a certain price.
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey! Sounds like you want to setup of an alert text for if a stock moves. It looks like you can do this if you use the streetsmart edge software: help.streetsmart.schwab.com/edge/1.22/Content/Alerts.htm
@TodayIFeelLike
@TodayIFeelLike 3 жыл бұрын
@@JakeBroe Thank you so much. I really appreciate your help. Great videos by the way.
@AM-kx6fo
@AM-kx6fo 7 ай бұрын
I'm absolutely not happy about losing TD Ameritrade after 20 years...I'll probably switch to another Brokerage...I appreciate your thorough tutorial very much do...thank you.
@jacqdanieles
@jacqdanieles 3 ай бұрын
Me too! I haven't used the Schwab app, I use the mobile website. It's slow, clunky, & missing the simplicity & functionality of Ameritrade. I guess I'll try the app.
@steves186
@steves186 3 жыл бұрын
Mine doesn't have the bubble chart tab. Did they get rid of it?
@ZealPlex
@ZealPlex 4 жыл бұрын
Nice video keep uploading
@JakeBroe
@JakeBroe 4 жыл бұрын
Thanks ZealPlex! Cheers!
@anthonyhunter7032
@anthonyhunter7032 Жыл бұрын
How do I keep history of ticker I looked up
@theccpisaparasite8813
@theccpisaparasite8813 3 ай бұрын
How does on set the number of strikes
@justintroutman5370
@justintroutman5370 Жыл бұрын
Can I purchase stock by dollar amount rather than quantity of shares?
@JM-is4mv
@JM-is4mv 3 жыл бұрын
Thanks for the review Jake, any chance to do an option trading using Schwab’s app or web or both. Thanks
@JakeBroe
@JakeBroe 3 жыл бұрын
Yep! I'm swamped with graduate course work and my regular job. Videos will be light for another month, but I will eventually be talking about option trading with Schwab.
@juniorsavoy1010
@juniorsavoy1010 3 жыл бұрын
How do I find bolatic stock?
@kristiancruz2966
@kristiancruz2966 3 ай бұрын
Any thoughts on daytrading shares here since my td account will move to this broker ?
@UPEASTHAITIANZ
@UPEASTHAITIANZ 3 ай бұрын
That portfolio you got went to the sky Doubles and triples great picks
@rjb1115
@rjb1115 4 жыл бұрын
How do you add an alert for a particular stock on the iPhone app.
@JakeBroe
@JakeBroe 3 жыл бұрын
Hmmm, sorry Robert. I am not aware of this ability with the Schwab mobile app.
@singhka88
@singhka88 9 ай бұрын
i have a webull account where is have stocks but i dont want to do ETF's like SCHD because webull does not have DRIP. i think i will do a separate schwab account for ETFs then compare in 5 years. if the ETFs are outperforming my webull stocks i might just switch over to schwab full time! thanks for the info!
@Mias-trailerparkgarden
@Mias-trailerparkgarden 18 күн бұрын
Where on the app does it show what you paid for the stock ? I also am a TD ameritrade and I’m not familiar with the new app?
@thomastancredi2657
@thomastancredi2657 3 жыл бұрын
Nice overview. I’m considering switching to Schwab from Fidelity. Does the app show you the cost basis and cost per share for your holdings? Thanks
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Thomas! It's a solid option and yeah, you can see your cost basis in the app. Cheers!
@bladimircubaaquise8262
@bladimircubaaquise8262 9 ай бұрын
Nice to meet you, I love your videos, but now I have a question. Before I was in TD Ameritrade and now we are in Schwab, how do I fund my account I am from South America - PERU. THANK YOU SO MUCH
@dwalker6868
@dwalker6868 3 жыл бұрын
Thank you
@JakeBroe
@JakeBroe 3 жыл бұрын
Cheers!
@prnsxsa
@prnsxsa 3 жыл бұрын
joining the stocktok bandwagon
@JakeBroe
@JakeBroe 3 жыл бұрын
Haha, welcome to the team prnsxsa! Godspeed!
@FACTSWITHANTHONYJAMES
@FACTSWITHANTHONYJAMES 3 жыл бұрын
Set up a account. Took 5 days for my funds to clear. Its cleared and I still can't buy a stock.
@user-gr7bc7rh4h
@user-gr7bc7rh4h 3 ай бұрын
Boa tarde Jake Qual corretora e melhor para investir, Avenue ou a Schwab? Consigo fazer trades nas duas? Obrigado
@eminem13001
@eminem13001 4 жыл бұрын
Thank you! I might set up an ira account with them!
@JakeBroe
@JakeBroe 4 жыл бұрын
You are very welcome! Cheers!
@samr6148
@samr6148 4 жыл бұрын
Helpful info, thanks! Seems to be a nice, clean UI and fully featured app. Very timely in my case with the upcoming USAA conversion to Charles Schwab next month. Thanks again! BTW, $TSLA would be a good addition to your portfolio :-)
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Sam! I also am getting a ROTH IRA with USAA converted to Schwab. I'm glad, I don't care for the USAA user interface.
@brucerowe2895
@brucerowe2895 4 жыл бұрын
@@JakeBroe With USAA I tried to buy a penny stock and they didn't have it listed, someone I talked to finally put it on the list. I haven't had any problems with Schwab so far.
@Rainingggg
@Rainingggg 3 жыл бұрын
Hello Jake, I have been watching both of your videos (Fidelity and Schwab) for hours already, but I can’t come to a final decision. I really need your help on this, I’m just a beginner, planning to do some very simple trades (planning long term), no complex stuffs like mutual funds, ETF, options, banks with brokerage... So which one should I go to? Fidelity or Schwab?
@JakeBroe
@JakeBroe 3 жыл бұрын
I like Schwab's interface better. It is still perfect for beginners. Go with Schwab!
@nicosgamingchannel4822
@nicosgamingchannel4822 6 ай бұрын
Is paper trading avaliable on this trading application?
@nicholasray1162
@nicholasray1162 3 жыл бұрын
I'm having issues with buying I have funds in my account but it's saying that I don't have anything to buy with
@stevehoca6463
@stevehoca6463 3 жыл бұрын
How much stocks get taxed when you sell, assuming you made profit? Thanks
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Steve! I made a video breaking down taxes on investments. Short answer is you pay your normal marginal tax rate on just the profit if you held the stock for less than 1 year. If you held it longer than 1 year, then you probably are paying a flat 15%. kzbin.info/www/bejne/nn7TZI15jpV2o8k
@elijahhusner6865
@elijahhusner6865 7 ай бұрын
I had TD American trade and loved it but had to go to old Charles side of it and it sucks now that gush is down and I want to buy I can’t figure out how to buy and it’s not showing how much I gave for the stock when I changed over to swab the platform totally sucks
@stevedice5963
@stevedice5963 4 ай бұрын
Does this need an update wit the TD ameritrade merger?
@ClaudiuDaBuzau
@ClaudiuDaBuzau 3 жыл бұрын
I am currently using Robinhood and I really like the fact that when you pull up a stock from your portfolio you can see the entire history of transactions/trades for that stock: buys, sells, dividends, etc., even canceled/unfilled orders. Does Schwab's app offer anything close to that?
@mamatoucan9993
@mamatoucan9993 3 жыл бұрын
Yes. Schwab has all of that as well
@daves2960
@daves2960 4 жыл бұрын
I like and use this app almost daily. Just wish it would allow "trailing stop" orders. I need to use the website to accomplish.
@JakeBroe
@JakeBroe 4 жыл бұрын
I didn't notice that, Dave! Good to know. I have a video coming out Thursday explaining trailing stop orders. Cheers!
@juggernotgio3525
@juggernotgio3525 3 жыл бұрын
How does collecting dividends work on here? Trying to find a new platform from robinhood. Does this just drop the funds into your buying power
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Gio! Yep, you have a settlement fund of uninvested cash. You can either select to re-invest dividends and buy fractional shares, or you can have the dividends just deposit in to your settlement fund.
@roburb73
@roburb73 4 жыл бұрын
Jake, Do you only get the swipe right option after you have dividends payout? My first dividend is due in May, so right not I am not able to swipe and see what you do.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Rob, you are the second person to let me know that. I'm not sure, maybe you do need to get your first dividend payout before you have the screen generated. I think it will show up eventually.
@roburb73
@roburb73 4 жыл бұрын
That’s what I suspect. Guess I’ll find out in May 😀
@twatz
@twatz 3 жыл бұрын
Hey man love your videos I have a question not sure if you can help but do you know if I can bring my portfolio over to schwab from a different brokerage
@JakeBroe
@JakeBroe 3 жыл бұрын
You absolutely can! Once you create an account, you can call and work with Schwab to start the process of rolling over your holdings from a different broker. Just got to fill out a form I believe.
@twatz
@twatz 3 жыл бұрын
@@JakeBroe thanks alot brother I appreciate the speedy response
@flukeofficial
@flukeofficial 4 жыл бұрын
"hoping I can outperform the market average..all studies and statistics say that i am a fool long term to think that I can do this successfully." lol love the honesty
@JakeBroe
@JakeBroe 3 жыл бұрын
Haha, I try my best!
@risuscomercio6955
@risuscomercio6955 3 жыл бұрын
Hi, do you know how is the minimum to open an international account?
@JakeBroe
@JakeBroe 3 жыл бұрын
Sorry, Risus. I am unfamiliar with the process and requirements to opening an international account.
@andresmunozdmd2425
@andresmunozdmd2425 4 жыл бұрын
Great video, very helpful. Do you know if Charles Schwab would have fractional shares in future?.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Andres, yes, you can already buy fractional shares with dividends reinvested. They announced they will be introducing buying fractional shares whenever you want later this year.
@KingDembz
@KingDembz 3 жыл бұрын
It’s available now
@CalvinStrong
@CalvinStrong 3 жыл бұрын
Great video. I'm in the military as well. Does Schwab pay on the normal military pay date?
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Calvin! If you direct deposit your check with Schwab, then yes, it is the normal deposit days like any other bank.
@user-zo6nu7ij9t
@user-zo6nu7ij9t 3 жыл бұрын
hello, i’ve watched the video and I learned a decent amount, but is this a good app for beginners or should i look for something else?
@JakeBroe
@JakeBroe 3 жыл бұрын
I think Robinhood is probably the best app for beginners since it is easy to use. But Schwab in my opinion is a better company.
@iukeay
@iukeay 4 жыл бұрын
Hello, You can setup account "Nick names" which will hide any possible account numbers
@JakeBroe
@JakeBroe 4 жыл бұрын
I will have to do this! Thanks!
@iukeay
@iukeay 4 жыл бұрын
@@JakeBroe no problem! I think it is under account settings .
@eastcoastfk8s519
@eastcoastfk8s519 4 жыл бұрын
It’s been a month and I still can’t see the income tab is that because I selected re invest dividend ???
@JakeBroe
@JakeBroe 3 жыл бұрын
That's a good question. I don't think so. Just give it more time and it should appear!
@maximsamosudov6984
@maximsamosudov6984 4 жыл бұрын
Hey Jake, I know that’s weird to ask you that question, but I quick searched web and did not find the answer. Since you are good in Charles Schwab, here is my question , is it possible to change the option reinvest dividends once it was selected during initial order placement ?
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Maxim! You sure can change that. On your account positions page, click the gear icon that says settings. The check the box that says "reinvest?" to show your reinvest preference for each stock holding. You can flip it to yes or no now.
@Old_Smuggler
@Old_Smuggler Жыл бұрын
Is it possible to change the reinvest settings in the app? I just can’t seem to find it if indeed there is such an option
@yumyaml4934
@yumyaml4934 3 жыл бұрын
hey jake . i have questions on the charles schwab portal . i actually try the the stock slice on the app but i dont think i can do that on the app , or may be i did it wrong
@JakeBroe
@JakeBroe 3 жыл бұрын
Yes, you can do it on the app. Just enter a decimal amount (like .05) in the amount you want to buy and it will give you the dollar estimate cost.
@yumyaml4934
@yumyaml4934 3 жыл бұрын
@@JakeBroe thanks jake . i figured out because my app did not update that is why i didn't see it on my app
@monesapersaud6245
@monesapersaud6245 4 жыл бұрын
I hav no idea about this but I am interested in going into it but before I do I need to understand how it really works
@Baserunner20000
@Baserunner20000 3 жыл бұрын
You should try Robinhood they are better at fractional shares
@JakeBroe
@JakeBroe 3 жыл бұрын
I hope this tutorial helped Monesa! Good luck!
@Story-time-with-Mr-Omar
@Story-time-with-Mr-Omar Жыл бұрын
You still in the military dorms??
@SM-py2ol
@SM-py2ol 3 жыл бұрын
Can the app be used to screen mutual funds and etf's?
@JakeBroe
@JakeBroe 3 жыл бұрын
It does not look like we have access to their stock screener in the mobile app. We have to use the desk top.
@kunleadunbi3686
@kunleadunbi3686 3 жыл бұрын
Do you have a video on the mutual tab?
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Kunle! I have a video on Mutual Funds. Check out my whole Schwab playlist: kzbin.info/aero/PLscTZuOqKWIy6s-3LSH2qNiNZW5tNIOMB
@kunleadunbi3686
@kunleadunbi3686 3 жыл бұрын
@@JakeBroe sorry i wasn’t very clear. I can’t log on to the website due to not having a computer right now. I want to invest in index funds but i can’t find how to do that in the phone app.
@bryannguyen7388
@bryannguyen7388 4 жыл бұрын
Do you think Charles Schwab will have fractional shares available this year? They mentioned that they will make it available.
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Bryan, yes, you can already buy fractional shares with dividends reinvested. They announced they will be introducing buying fractional shares whenever you want later this year.
@joefarah
@joefarah 4 жыл бұрын
Jake Broe Not yet for individual stocks
@atlantissurvivor1689
@atlantissurvivor1689 3 жыл бұрын
Quick question. Is there a minimum amount to have deposited before you can buy? I’m trying to buy a penny stock and I have enough in my account but it says not enough funds in the account.
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey AS! No, there is not a minimum amount to deposit, but the first time you fund your account you might have to wait 2 business days for the funds to settle. Enable margin and then you won't have to wait in the future.
@atlantissurvivor1689
@atlantissurvivor1689 3 жыл бұрын
@@JakeBroe Thank you so much !!!
@syediqbal9243
@syediqbal9243 3 жыл бұрын
The web assistant is not giving answer to any query of mine. If I need some clarification how can I do it through this app?
@JakeBroe
@JakeBroe 3 жыл бұрын
I know on a desktop you can access the live chat. The have always been helpful for me there.
@user-zo2ge3oe8d
@user-zo2ge3oe8d 5 ай бұрын
“Studies show my investment strategy doesn’t work. And I have no articulable reason for following this investment strategy but I’m going to do it anyway.”
@channeldiali
@channeldiali 3 жыл бұрын
How to trade in the chart?
@JakeBroe
@JakeBroe 3 жыл бұрын
In the chart? Not sure I follow.
@dianeuranowski3694
@dianeuranowski3694 Жыл бұрын
Hello, great video! I'M new to using the Charles Schwab app on my samsung phone. I can easily set a price alert on a stock using my laptop, but I absolutely cannot find where to do it in the app- though I 've tried! They all say, "From the Alerts Menu (WHICH I CANNOT FIND), click, "create alert", Duh. So please, tell me Exactly how to set an alert in the Charles Schwab mobile app. I know how to do it, I just can-t find it in the app! Thank you in advance!
@wyatthudock
@wyatthudock 11 ай бұрын
I have a Motorola phone and also can't find it, did you figure it out out.
@eastcoastfk8s519
@eastcoastfk8s519 4 жыл бұрын
I recently opened a brokerage account I do not see that income tap and I can not swipe right I bought a few stocks with dividends nothing crazy. is that because my account is still new ???
@JakeBroe
@JakeBroe 4 жыл бұрын
Yeah, give it a month.
@safiullahziababak55
@safiullahziababak55 3 жыл бұрын
Hi Jake, Is Charles Schwab a commission-free platform like Robinhood and Webull? Thanks in advance,
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Safiullah! Yes, it is a commission-free platform that lets you buy stocks and ETFs for free!
@TrollingRyko
@TrollingRyko 4 жыл бұрын
Can I not set a Trailing Stop on Charles Schwab Mobile?
@JakeBroe
@JakeBroe 4 жыл бұрын
Apparently not. Hopefully this functionality gets added in the near future.
@Red-brickstudio
@Red-brickstudio 4 жыл бұрын
Specifically how do you trade slices on mobile app (schwab). Why is it only s&p 500?
@JakeBroe
@JakeBroe 4 жыл бұрын
Schwab announced it will only be S&P 500 stocks right now. They will add small cap stocks and ETFs soon.
@user-jy7yw5kw3w
@user-jy7yw5kw3w 3 жыл бұрын
By switching to Fidelity and M1 where you can do it on any stock
@MavsFan10000
@MavsFan10000 3 жыл бұрын
You can’t look at a stock chart that shows performance older than a year???
@JakeBroe
@JakeBroe 3 жыл бұрын
I am not sure. I feel like you just have to change the date range somehow.
@elpadrino9056
@elpadrino9056 4 жыл бұрын
Good Morning Mr. Broe, I am a newbie in investing, I am thinking of opening up an account and start with $400. What do you recommend for a newbie?
@JakeBroe
@JakeBroe 4 жыл бұрын
He El Padrino. Fractional shares are coming to Schwab in June, you can own individual stocks at the cost of $5 a stock if you want. But in the meantime you can just buy an S&P 500 index ETF like VOO or SPY.
@ccrabtree7549
@ccrabtree7549 3 жыл бұрын
Thank you for the video, I have been researching alternative to replace robinhood for a while, this video helps me a lot. May I ask, is the Charles Schwab app can place trade for extended hours?
@JakeBroe
@JakeBroe 3 жыл бұрын
Hey Crabtree! I have never tried to do extended hours trading on the app, but if you have it enabled, I do not see why you wouldn't be able to do it.
@neffster2917
@neffster2917 6 ай бұрын
They need to make this app ehy more user friendly
@seanwang3072
@seanwang3072 4 жыл бұрын
I just opened an investment account, how would I add funds to it if I do not have a Schwab bank account, rather I have one at a credit union?
@JakeBroe
@JakeBroe 4 жыл бұрын
Hey Sean, you need to link whatever bank account you have at a credit union to your schwab brokerage account. You can also just get the free Schwab checking account and do direct deposit with your employer. You also if you get the checking account can do mobile deposit of a check you write to yourself.
@seanwang3072
@seanwang3072 4 жыл бұрын
@@JakeBroe Thank you. I just linked the external account to my Schwab account and transferred money from the external to the Schawb and it says completed. However, the date says for 5/5/20 but it is currently 5/4/20. Do I need to wait until this day for the funds to appear in my Schawb investment account or do I need to wait for 3 days?
Charles Schwab Mobile App 2024 (Complete Tutorial: Trade & Invest)
12:41
Alex Rae - Personal Finance
Рет қаралды 11 М.
Ranking The Best Investing Apps for 2024
23:59
FIRE Psy Chat
Рет қаралды 19 М.
КАРМАНЧИК 2 СЕЗОН 7 СЕРИЯ ФИНАЛ
21:37
Inter Production
Рет қаралды 252 М.
СНЕЖКИ ЛЕТОМ?? #shorts
00:30
Паша Осадчий
Рет қаралды 8 МЛН
The real problem with real estate, according to an economist
5:45
Yahoo Finance
Рет қаралды 11 М.
Charles Schwab Trading Platform Web Tutorial
16:12
Jake Broe
Рет қаралды 192 М.
Schwab Is Costing You THOUSANDS In 2024 and You Don't Even Know It
9:07
How to Short Sell Stocks with Charles Schwab
8:51
Jake Broe
Рет қаралды 44 М.
A Biden Supporter's Honest Reaction to the Debate
24:14
Jake Broe
Рет қаралды 219 М.
ThinkorSwim Mobile App Tutorial for ABSOLUTE Beginners 2023
33:52
shortthestrike
Рет қаралды 38 М.
Charles Schwab Mutual Funds - Which is Best for You?
15:05
Jake Broe
Рет қаралды 45 М.
Schwab Stock Slices Tutorial
7:55
Jake Broe
Рет қаралды 36 М.