Charles Schwab Trust CO Purchases and Sells in Q4 2025

Charles Schwab Trust CO

$1.47 Billion
Q4 2025

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	101K + 428.47%	$179.83 - $207.04 $18.2M - $20.9M	125K $23.3M
SCHZ	268K + 4.51%	$23.37 - $23.7 $6.27M - $6.36M	6.22M $145M
SCHF	85.9K + 2.51%	$23.02 - $24.23 $1.98M - $2.08M	3.51M $83.9M
FNDF	13.2K + 1.28%	$42.35 - $45.18 $559K - $597K	1.05M $46.8M
FNDX	57.7K + 1.89%	$25.68 - $26.95 $1.48M - $1.56M	3.11M $82.6M
SCHX	50.7K + 1.22%	$25.85 - $27.19 $1.31M - $1.38M	4.21M $112M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJS	3.87K New	$105.91 - $113.18 $410K - $438K	3.87K $426K
SMH	1K New	$325.34 - $368.61 $325K - $369K	1K $344K
CEG	862 New	$335.74 - $401.43 $289K - $346K	862 $291K
WEC	2.41K New	$110.61 - $117.5 $266K - $283K	2.41K $267K
UBER	2.65K New	$91.62 - $100.1 $243K - $265K	2.65K $242K
WFC	2.21K New	$77.62 - $87.3 $172K - $193K	2.21K $184K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWR	-33.7K - 89.81%	$94.02 - $97.61 $3.17M - $3.29M	3.83K $361K
IJR	-15.3K - 56.79%	$114.27 - $121.15 $1.74M - $1.85M	11.6K $1.36M
IVV	-2.09K - 5.15%	$656.2 - $690.71 $1.37M - $1.45M	38.6K $26.1M
IUSG	-6.2K - 2.47%	$161.21 - $171.97 $1M - $1.07M	244K $40.3M
USRT	-6.68K - 1.57%	$56.64 - $59.67 $379K - $399K	418K $24.2M
IEFA	-8.5K - 10.71%	$86.09 - $89.88 $732K - $764K	70.9K $6.29M

Activity Summary All Purchases 73 New Holdings 7 Increased Positions 66 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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