BX Schwab Models - BX Index

BX Model Portfolios at Charles Schwab: Risk-Managed Strategies. Flexible Solutions. Seamless Access.

Explore five BX model portfolios available to financial advisors through Charles Schwab. From growth-oriented equity strategies to defensive allocations and income-focused solutions, BX offers a range of investment approaches designed to help advisors align portfolios with their clients' objectives and risk preferences.

BX models are available thru at Charles Schwab, through our partner, Wealth Trust Asset Management

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All models and research are for financial professional use only and not for public distribution. Models are available via a BX Index research license. Please contact us for more details and to learn how to licence the models.

BX Select Models

Model Name

YTD Returns

1Y Returns*

3Y Returns*

Holdings

BX Alpha Seeker

14.09%

12.48%

24.59%

90 Stocks & 3 ETFs

BX Tactical Model

1.86%

3.56%

19.87%

10 Stocks & 17 ETFs

BX Fantastic 5 Trend Capture

15.31%

16.66%

33.96%

5 ETFs

BX Shock Absorber

9.12%

10.37%

19.07%

6 ETFs

BX Dynamic Volatility Fixed Income

0.75%

2.22%

7.04%

Fixed income securities and ETFs

*As of October 26, 2026

DISCLAIMER

Performance Disclosure

All indexes, models, and research provided are strictly for financial professional use only and not to be shared with the public. Indexes and models are licensable through BX Index by financial professionals.

Please see the model and index fact sheets for more information about any specific index, including launch date. Some of these indices contain data that reflect “hypothetical” or “back-tested” returns. All information prior to an index’s launch date is hypothetical (back-tested), not actual performance, and is based on the index methodology in effect on the index launch date applied to the universe at the time. Complete index methodology is available upon request. Back-tested performance reflects application of an index methodology and selection of index constituents with the benefit of hindsight and knowledge of factors that may have positively affected its performance and may be considered to reflect survivor bias. Actual returns may differ significantly from, and be lower than, back-tested returns. Past performance is not an indication of future results. Back-tested performance is for use with institutions/financial professionals only and is not for use with retail investors.

Index and model returns do not represent the actual trading of investable assets/securities. Index One maintains the index and calculates index levels and performance shown but does not manage actual assets. Returns shown do not reflect any sales charge or investment management fees that may have been paid.

General Disclaimer

BX Index and its third-party index providers do not provide investment or tax advice. BX Index and its third-party index providers make no representation or warranty, express or implied, as to the ability of any index to accurately represent its objective and they shall have no liability for any errors, omissions, or interruptions of any index or the data included therein. Past performance of an index is no guarantee of future results. All information provided is general in nature and not tailored to the needs of any person(s) or entities. BX Partners and its third-party index providers are not an investment nor tax advisor and make no representation regarding the advisability of investing in any specific index model for any client.