Business

Schwab's Tax-Aware Strategy Attracts Wealthy Investors

Updated 2026-10-16 16:55 UTC 1 source Neutral

Wealthy investors are increasingly turning to tax-aware long short strategies, with billions of dollars flowing into these accounts. Firms like Schwab are capitalizing on this trend by creating new offerings.

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CNBC
Wealthy investors are flocking to tax-aware long short strategies, adding billions into these super-powered versions of tax-loss harvesting accounts.
2026-10-16 16:21 UTC
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