Charles Schwab Answers Call for Go-To Resource for ETF Education

New Schwab ETF Education Exchange™ site features objective education and intelligence from across the ETF industry

Monday, November 12, 2012 6:05 am PST



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"Investors at all levels of sophistication and affluence are hungry to learn more about ETFs, and they are eager for a go-to resource with objective information and education"

SAN FRANCISCO--(BUSINESS WIRE)--Investors intrigued about exchange-traded funds (ETFs) can now head to the ETF Education Exchange (, a new website from Charles Schwab designed to close the knowledge gap in ETFs by aggregating educational content, research and market insights from ETF industry leaders.

As the popularity of ETFs continues to expand, one message from investors comes through loud and clear: they want to learn more. Investors in a recent Schwab study say that lack of understanding is the main reason they have not invested in ETFs. And 46 percent say that a website that aggregates information from various sources would be a useful tool for learning more about ETFs1.

“Investors at all levels of sophistication and affluence are hungry to learn more about ETFs, and they are eager for a go-to resource with objective information and education,” said Beth Flynn, vice president of ETF platform management at Charles Schwab. “We want the ETF Education Exchange to answer that call and fill the void that has existed in the industry.”

The site is a collaborative effort among well-respected issuers and experts in the ETF industry, with educational content from more than 20 outside contributors.

The articles, tools and resources on are available to investors free of charge. First-time site visitors need to register to gain access and are asked to identify their level of ETF knowledge so that information can be delivered based on that profile. Each of the site’s main categories will be updated regularly:

  • Strategies: Actionable guidance on trading tactics and insights on using ETFs in portfolio construction and risk and tax management.
  • Market Insights: The latest viewpoints from industry leaders on a wide range of timely topics impacting the ETF industry.
  • Classroom: Curriculum-based materials covering basic to advanced ETF topics.
  • Industry: Updates on regulatory developments and market trends.

Contributed material for the ETF Education Exchange undergoes a thorough editorial board review process to ensure consistency with the site’s purpose of educating investors about ETFs and how to use them. Contributors to the website currently include a number of well-known ETF sponsors, third-party researchers and advisors in the ETF industry. Charles Schwab & Co., Inc. and Charles Schwab Investment Advisory are subject to all editorial standards when submitting content for consideration.

“Investors at all experience levels want more knowledge about ETFs and how to use them,” added Flynn, noting that 45 percent of individual investors would consider themselves ETF ‘novices.’ “Our goal is to provide investors and advisors with the information and tools they need to make informed ETF investing choices.”

Visit the ETF Education Exchange at for more information.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.7 million active brokerage accounts, 1.5 million corporate retirement plan participants, 844,000 banking accounts, and $1.89 trillion in client assets. The company was ranked ‘Highest in Investor Satisfaction With Self-Directed Services’ in the 2012 US Self-Directed Investor Satisfaction StudySM from J.D Power and Associates. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides trust and custody services, banking and mortgage services and products.

Investment products offered by Charles Schwab & Co., Inc. are not insured by the FDIC, are not deposits or obligations of Charles Schwab Bank, and are subject to investment risk, including the possible loss of principal invested. More information is available at and (1112-7121)

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The ETF Education Exchange website ("the site") is for informational purposes only and is not an offer, solicitation to purchase or sell any particular security or pursue a particular investment strategy. The types of securities or strategies mentioned herein may not be suitable for everyone. Each investor needs to review an investment for his or her own particular situation. All expressions of opinion are subject to change without notice in reaction to shifting market conditions.

Materials on the site have been licensed for use by Charles Schwab & Co., ("Schwab"). The materials of the submitting firms reflect the views of the firm and do not necessarily represent the views of Schwab. Schwab reviews content submitted to ensure relevance for users of the site, but is not responsible for the accuracy of the content. This site is intended for educational purposes only, and Schwab does not recommend or endorse any particular strategy or type of security referenced on the site. Further, Schwab does not endorse any firm whose materials have been included on the site, nor does it recommend any security that may be mentioned in the material. Schwab shall not be responsible for a site user's investment decisions that may be based on materials included on the site. Charles Schwab & Co., Inc., member of SIPC, does not receive remuneration from submitting firms for inclusion of their materials on the site.

Charles Schwab Investment Advisory, Inc., is an affiliate of Charles Schwab & Co., Inc.

Unauthorized access is prohibited. Usage will be monitored.

©2012 Charles Schwab & Co., Inc. All rights reserved. Member SIPC.

1 2012 ETF Investor Study by Charles Schwab, October 2012


Charles Schwab
Erin Montgomery, 212-403-9271
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David Neibart, 718-875-4198

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