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Schwab Warns of Margin Calls as Concerns Over Tax Bets Mount
By
Justina Lee
News June 22, 2026 at 12:44 PM
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What You Need To Know
- The brokerage will issue a margin call and contact the advisor if any of their accounts exceed the new thresholds.
- Because the strategies rely on margin financing, Schwab bears counterparty and balance-sheet risk if leveraged positions move sharply.
- With Schwab’s new rules, individual accounts must keep margin debits below 110% of short credits.
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