Form ADV brochure · investment strategy
by Charles Schwab & Co. · via Form ADV brochure
Connection fee schedule effective April 1, 2022 (excludes Schwab Wealth Portfolios accounts); tiers first $500K, next $500K, next $1M, over $2M; no program fee on cash/money market in CSIM strategies; IRA advisory program credits may reduce fee. Brochure gives only the category; strategy details are in the CSIM brochure.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“Per-request tax gain/loss harvesting where supported; automatic only for 'tax optimized' strategies”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Separately managed account label, from other sources first, strongest risk-adjusted return first.
Interactive Advisors
Interactive Advisors
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
8 missing
The text the rules are quoted from, with where it came from.
Connection fee schedule effective April 1, 2022 (excludes Schwab Wealth Portfolios accounts); tiers first $500K, next $500K, next $1M, over $2M; no program fee on cash/money market in CSIM strategies; IRA advisory program credits may reduce fee. Brochure gives only the category; strategy details are in the CSIM brochure.
Per-request tax gain/loss harvesting where supported; automatic only for 'tax optimized' strategies
Every value on file, each labelled with its calculation basis and as-of date.
| Minimum investment | $100k |
Interactive Advisors
Interactive Advisors
