From TokenPost · · 40s
Schwab Launches Long-Short Indexing
Schwab expands direct-indexing with new long-short strategy for investors.
In brief
Schwab expands direct-indexing with new long-short strategy for investors. Schwab develops proprietary long-short offering to extend direct-indexing capability for investors. Originally reported by TokenPost.
Schwab's new long-short offering
Charles Schwab is developing a proprietary long-short offering to extend its direct-indexing capability for investors.
Current long-short program limitations
Schwab slowed growth in its current long-short program to ensure operational capacity for the activity.
Financial details of long-short strategies
Schwab had $187.9 billion in margin loans as of Sept. 30, with $60.7 billion related to long-short strategies used by registered investment advisers.
The key point
Schwab develops proprietary long-short offering to extend direct-indexing capability for investors.
