Charles Schwab Trust CO Portfolio Holdings
Charles Schwab Trust CO
- $1.17 Billion
- Q1 2025
Charles Schwab Trust CO has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $125M, Schwab Strategic Tr Us Large C with a value of $86.6M, Vanguard Index Fds S&P 500 ETF with a value of $86.2M, Schwab Strategic Tr Intl Eqty with a value of $70M, and Ishares Core U.S. Aggregate Bo with a value of $66.3M.
Examining the 13F form we can see an increase of $35.6M in the current position value, from $1.14B to 1.17B.
Below you can find more details about Charles Schwab Trust CO portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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