88 strategies match
· Hover a number for its exact definition. Basis chips show what each figure is based on.
| Types | Basis | Compare | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Advanced Aerospace Space, Defense & Aviation ThematicInteractive Advisors | Interactive Advisors | Separately managed account, Thematic, US equities +1 | 0.2% | $100 | 4 | — | — | — | — | 82% | ||
Broad Market Large/Mid Cap Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 12.6% | 13.2% | 0.70 | -8.3% | 82% | ||
Clean Air SRI Portfolio (Carbon & Pollution Leaders)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 35.7% | 13.8% | 2.18 | -9.7% | 82% | ||
Coinbase Asset Management Custom SMAsCoinbase Asset Management | Form ADV brochure | Separately managed account, Manager discretionary, Crypto | — | — | — | — | — | — | — | 9% | ||
Company Transparency SRI (Data Security & Safety)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 9.9% | 0.90 | -9.9% | 82% | ||
Concentrated GARP Stocks with Event-Driven PlaysInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $100 | 4 | 5.0% | 3.1% | 0.12 | -10.0% | 73% | ||
Crabtree Science & Technology Long-Only StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $30k | 4 | 29.3% | 17.6% | 1.16 | -11.1% | 82% | ||
Crabtree Small Cap Growth Long-Only StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $1,000 | 3 | 15.5% | 16.7% | 0.70 | -11.5% | 82% | ||
Customer Safety SRI Portfolio (Privacy & Product Quality)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 4.9% | 8.5% | 0.07 | -10.5% | 82% | ||
Digital Pioneers AI, Quantum & Blockchain ThematicInteractive Advisors | Interactive Advisors | Separately managed account, Thematic, Technology +2 | 0.2% | $100 | 4 | — | — | — | — | 82% | ||
Dividend Growth Income Stocks (Sizemore)Interactive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +3 | 0.8% | $5,000 | 3 | 9.0% | 7.0% | 0.68 | -6.5% | 73% | ||
Dividend Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 10.1% | 9.0% | 0.54 | -9.4% | 82% | ||
ESG Broad Market Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 11.0% | 0.81 | -9.9% | 82% | ||
ESG Dividend Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 8.1% | 6.9% | 0.37 | -12.0% | 82% | ||
ESG Growth Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +4 | 0.2% | $100 | 2 | 1.4% | 8.3% | -0.13 | -9.8% | 82% | ||
ESG Quality Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 15.3% | 9.8% | 0.83 | -9.0% | 82% | ||
ESG Value Large/Mid Cap US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 22.4% | 9.1% | 1.12 | -12.7% | 82% | ||
Elite Core Select Large-Cap Stocks, ADRs and ETFsInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Tactical allocation +3 | 0.8% | $50k | 3 | 9.2% | 6.6% | 0.32 | -9.8% | 64% | ||
Elite Global Large-Cap Stocks, ADRs and ETFsInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Tactical allocation +3 | 0.8% | $50k | 4 | 6.7% | 11.3% | 0.20 | -10.0% | 73% | ||
Equity Rotation SMA (Economic Cycle Positioning)Interactive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Tactical allocation +3 | 0.8% | $500 | 4 | 17.4% | 13.7% | 0.95 | -6.8% | 64% | ||
Ethical Leadership SRI Portfolio (Corporate Governance)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.5% | 17.2% | 0.70 | -9.8% | 82% | ||
Fair Labor & Thriving Communities SRI PortfolioInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.3% | 13.7% | 0.94 | -10.3% | 82% | ||
Freedland Healthcare Growth & Dividend StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $500 | 4 | 11.8% | 11.4% | 0.53 | -16.3% | 73% | ||
Fundamental Growth Stocks Across Economic CyclesInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +2 | 0.8% | $500 | 4 | 11.8% | 12.7% | 0.47 | -15.8% | 73% | ||
Gender Equality SRI Portfolio (Workplace Parity)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 2.0% | 8.8% | -0.13 | -10.9% | 82% | ||
Green Solutions Impact & Sustainable Finance ThematicInteractive Advisors | Interactive Advisors | Separately managed account, Thematic, ESG / SRI +2 | 0.2% | $100 | 4 | — | — | — | — | 82% | ||
Growth Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 2 | 10.5% | 11.3% | 0.53 | -10.5% | 82% | ||
LGBTQ+ Inclusion-Weighted US StocksInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 18.3% | 14.9% | 1.07 | -8.2% | 82% | ||
Land Health SRI Portfolio (Ecosystem Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 17.1% | 13.0% | 0.98 | -9.5% | 82% | ||
Large/Mid Cap US Value Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 19.0% | 10.6% | 1.16 | -8.1% | 82% | ||
Long-Term GARP Growth at Reasonable Price StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +2 | 0.8% | $100 | 3 | -10.3% | 8.8% | -0.76 | -19.2% | 73% | ||
Long-Term Thematic Growth Stocks (3-5 Year Horizon)Interactive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $500 | 3 | 16.6% | 11.3% | 0.91 | -15.2% | 73% | ||
Long-Term Value Stocks with Competitive AdvantagesInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +2 | 0.5% | $500 | 4 | -1.2% | 17.2% | -0.35 | -12.0% | 73% | ||
Mindful Business Models ESG Low-Carbon TransitionInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 12.5% | 15.1% | 0.63 | -9.9% | 82% | ||
Net Payout Yield Large-Cap Dividend & Buyback StocksInteractive Advisors | Interactive Advisors | Separately managed account, Manager discretionary, Fundamental research +4 | 0.8% | $1,000 | 3 | 18.7% | 10.9% | 1.04 | -8.0% | 73% | ||
Ocean Life SRI Portfolio (Water & Marine Stewardship)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 19.7% | 12.8% | 1.15 | -9.1% | 82% | ||
Power Revolution Clean Energy & Battery ThematicInteractive Advisors | Interactive Advisors | Separately managed account, Thematic, US equities +1 | 0.2% | $100 | 4 | — | — | — | — | 82% | ||
Pure Water SRI Portfolio (Water & Pollution Control)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 16.4% | 13.6% | 0.93 | -10.2% | 82% | ||
Quality Large/Mid Cap US Stocks Smart BetaInteractive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +2 | 0.2% | $100 | 2 | 13.2% | 10.8% | 0.77 | -8.5% | 82% | ||
Racial Equality SRI Portfolio (Diversity & Equal Rights)Interactive Advisors | Interactive Advisors | Separately managed account, Direct indexing, Rules-based algorithmic +3 | 0.2% | $100 | 3 | 15.8% | 12.4% | 0.78 | -11.2% | 82% | ||
Schwab Connection Balanced SMA StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Multi-asset | — | $100k | — | — | — | — | — | 27% | ||
Schwab Connection Diversified SMA StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Multi-asset | — | $100k | — | — | — | — | — | 27% | ||
Schwab Connection Equity SMA StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, US equities | — | $100k | — | — | — | — | — | 27% | ||
Schwab Connection Fixed Income and Bond LaddersCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Fixed income +1 | — | $250k | — | — | — | — | — | 27% | ||
Schwab Connection Index-Based SMA StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Index tracker, US equities | — | $100k | — | — | — | — | — | 27% | ||
Schwab Connection Municipal Bond Ladder SMAsCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Fixed income +2 | — | — | — | — | — | — | — | 18% | ||
Schwab Connection Treasury Bond LaddersCharles Schwab & Co. | Form ADV brochure | Separately managed account, Treasury ladder, Fixed income +1 | — | — | — | — | — | — | — | 18% | ||
Schwab Connection Ultra Short Bond StrategiesCharles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Fixed income +2 | — | — | — | — | — | — | — | 18% | ||
Schwab Guided Portfolios Custom Asset AllocationCharles Schwab & Co. | Form ADV brochure | Separately managed account, Strategic asset allocation, Multi-asset | — | $500k | — | — | — | — | — | 18% | ||
Schwab Guided Portfolios ETF Wrap (Custom Schedule)Charles Schwab & Co. | Form ADV brochure | Separately managed account, Manager discretionary, Multi-asset | — | — | — | — | — | — | — | 9% |
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Coinbase Asset Management · Form ADV brochure
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Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
Charles Schwab & Co. · Form ADV brochure
