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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.

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

Download the ETF Know:How program overview

ETF Know how

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.

5 ways to enhance your portfolio with ETFs

Consider harnessing the potential benefits that ETFs can add to your clients’ portfolios while helping them stay invested and focused on their long-term goals.

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Investment Insights

ETFs can give an investor more control over the timing of their tax liabilities. It's one of the contributing factors to the growth of ETFs, particularly among advisors seeking to optimize their investors' long-term returns.
Investment Insights

The appeal of low fees has driven an explosion of new bond ETF offerings, which enables investors to achieve similar exposures to individual bond portfolios—but with lower costs and more diversification.
Investment Insights

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.

ETF industry highlights

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

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.

ETF Essentials

Investors may be drawn to ETFs for many reasons, not least of which is the potential for investment income, making ETF yield an important topic for advisors to understand.
ETF Essentials

Explore some of the differences between index investing and actively managed fixed income strategies, plus some of the benefits they both offer investors.
ETF Essentials

Determine how fixed income ETFs can help investors diversify while also seeking to reduce volatility over time, preserve capital, and provide periodic income.

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.

Advisor keynote/conference presentation

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

Advisor roundtable/workshop presentation

  • ETF Concepts and Landscape
  • Advanced ETF Concepts
  • Mastering ETF Trading: Strategies and Best Practices
ETF know how

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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