Three Ways to Use Margin and Leverage


Learn three practical strategies to use margin and leverage while understanding risks, margin requirements, and risk management techniques for investors and traders.

Editorial companion

What stands out

Charles Schwab put up a practical primer called "Three Ways to Use Margin and Leverage" that reads less like a marketing ad and more like a compliance-friendly nudge. It matters because when the nation’s largest retail broker teaches clients how to borrow, it can subtly shift balances and fee pools, margin interest, option flows, and trade frequency all matter to Schwab’s P&L. The timing is notable: headlines celebrating Schwab’s SCHD exchange-traded fund (ETF) rally have been part of the conversation, and educational content like this is one way to capture a renewed appetite for yield while stressing the risks.