▲ 3 r/Schwab
Automatic Tax optimization across multiple stocks when selling ??
Hello .. is there a way in the website to sell stock based on an amount, and then, Schwab chooses the best stocks to sell across your portfolio ..
Lets say I have a portfolio of 500k between different stocks and ETFs , with each having multiple lots with different dates, and I need to sell 100k .. is there a way to tell Schwab, choose what ever generates the lowest tax bill when selling across my entire account and get me 100K ??
u/poisito — 3 days ago