Form ADV brochure · investment strategy
by Charles Schwab & Co. · via Form ADV brochure
Appears as a column of the 'Standard Program Fee Schedule for SGP Custom'; minimum not separately stated. Brochure calls SGP 'Schwab Guided Portfolios' (p3) but 'Schwab Advisor Network® Select Portfolios (SGP...)' on p13/p16.
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.
No rules extracted from this strategy’s text yet.
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 Multi-asset label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
Composer Technologies · Composer
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.
10 missing
The text the rules are quoted from, with where it came from.
Managed Account Services - Connection (Schwab Guided Portfolios)
Program fee 0.30% (0.20% over $2M) plus investment management fee on fixed income holdings 0.25% to 0.10%
Appears as a column of the 'Standard Program Fee Schedule for SGP Custom'; minimum not separately stated. Brochure calls SGP 'Schwab Guided Portfolios' (p3) but 'Schwab Advisor Network® Select Portfolios (SGP...)' on p13/p16.
Every value on file, each labelled with its calculation basis and as-of date.
Composer Technologies · Composer
Composer Technologies · Composer
