ETF Know:How

ETF Know:How is a full-spectrum curriculum of exchange-traded fund (ETF) tools and insights carefully designed to help advisors refine their strategy and gain a competitive advantage—no matter the current level of ETF expertise.

ETF Know:How
Build your ETF expertise

Discover a 360-degree view of ETF investing, with tactical steps to help support an advisor's business—from client engagement to portfolio implementation.

ETF Know:How resources can help you:

  • Track ETF market trends
  • Build ETF knowledge
  • Develop strategies for employing ETFs in client portfolios
  • Understand evolving investor attitudes about ETFs
  • Explain ETFs simply and clearly
ETF Know How partner investing chart

Download the ETF Know:How program overview PDF

ETF insights and perspectives for financial professionals

Refine ETF strategies and gain competitive insights with targeted tools, analyses, and thought leadership from our executives and strategists.

INSIGHTS ON EXCHANGE-TRADED FUNDS

Strategic beta ETFs: New challenges in evaluation and adoption


Due to rampant proliferation—especially in newer multi-factor ETFs—strategic beta requires new dimensions of evaluation to tackle the increased challenges in portfolio implementation.

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ETF industry highlights

A monthly review of the latest developments in the exchange-traded product marketplace.

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Strategic beta ETF highlights

A quarterly review of news and data about strategic beta ETFs.

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  • Navigating the growing ETF landscape

    Explore trends in the ETF market, the growing ETF landscape, and three key factors for evaluating strategic beta ETFs.

    Watch video about navigating the growing ETF landscape
  • Bond ETFs: Opportunity in a rising yield market

    For the first time in almost a decade, bond yields are rising, offering meaningful income to investors. And for advisors who decide to make a tactical shift into bond ETFs, the SEC yield offers a standardized, straightforward calculation for assessing yield.

    Read more about bond ETFs: opportunity in a rising yield market
  • 9 key questions to ask an ETF provider

    There are critical differences in practices and policies across exchange-traded fund providers. These nine questions can help you determine whether and how the ETF provider seeks to provide successful outcomes for clients.

    Read more about 9 key questions to ask an ETF provider

Discover the value of ETF investing with Schwab PDF

ETF essentials

Build ETF knowledge and learn how to best employ ETFs in client portfolios with our curriculum of clear, simple-to-use educational materials.

More ETF essentials

Our executives and strategists are always adding to our ETF essentials curriculum, which is only available to subscribers. Recent topics and features include:

  • Beyond the expense ratio
  • ETF trading and liquidity
  • Securities lending within ETFs
  • Your due diligence guide to ETFs

Register and subscribe to receive more ETF educational resources

Leverage ETF Know:How

Our suite of educational presentations—available for keynote presentations, workshops, and roundtables—can help build an understanding of ETFs and provide actionable strategies to enhance an advisor's business.

FOR LARGER GROUPS

Advisor keynote/conference presentation

  • Game Changer: The growing role of ETFs in modern wealth management

FOR SMALLER GROUPS

Advisor roundtable/workshop presentation

  • ETF Concepts and Landscape
  • Advanced ETF Concepts
  • Mastering ETF Trading—Strategies and Best Practices
  • Strategic Beta Overview
Contact us for more information on our ETF educational presentations

Learn more about Schwab ETFs

Compare ETFs

Gain additional investment clarity with the Fund Explorer tool. Enter the name of any mutual fund or ETF into the tool below to view comparable Schwab mutual funds and ETFs, along with key details.

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