WESTLAKE, Texas–(BUSINESS WIRE)–Charles Schwab today announced new enhancements to Schwab Personalized Indexing™, its direct indexing solution with tax-loss harvesting and portfolio management capabilities. The enhancements include new options for portfolio customization and digital capabilities for retail clients who work with a Schwab financial consultant. Similar enhancements are anticipated to be available to independent advisors who custody with Schwab later this year. Clients in Schwab My Business Wire News
