Form ADV brochure · investment strategy
by Charles Schwab & Co. · via Form ADV brochure
Select fee table header is garbled in the text extraction; rate-to-category mapping follows column order (Equity / Diversified Portfolios / Balanced and Index-Based / Fixed Income and Corporate Bond Ladder / Municipal Bond Ladder). Tiers: first $500K, next $500K, next $1M, over $2M. Program fee charged on all assets incl. cash.
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 if the MM supports it; automatic only for strategies 'designed to be tax optimized'”
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 Tax-managed 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.
9 missing
The text the rules are quoted from, with where it came from.
Individual securities selected by the MM (stocks, bonds, MFs, ETFs, money market)
Select fee table header is garbled in the text extraction; rate-to-category mapping follows column order (Equity / Diversified Portfolios / Balanced and Index-Based / Fixed Income and Corporate Bond Ladder / Municipal Bond Ladder). Tiers: first $500K, next $500K, next $1M, over $2M. Program fee charged on all assets incl. cash.
Per-request tax gain/loss harvesting if the MM supports it; automatic only for strategies 'designed to be tax optimized'
Every value on file, each labelled with its calculation basis and as-of date.
Composer Technologies · Composer
