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In network coverage since August 18, 2026 · 4 stories
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Schwab adds Save's cash strategy to its SMA marketplace
The Houston startup's advertised 7.5% three-year average comes from stock and bond ETFs, while FDIC coverage applies only to the deposit principal.
The Close · Oct 6Schwab opens its RIA marketplace to Save Technologies, a cash startup advertising 7.5%
transition · Aug 18CIP reaches financial close on first Mexican solar-plus-storage project