Schwab Charitable Fund has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.4 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $4.33B, Ishares Core S&P Total U.S. St with a value of $7.58M, Vanguard Total World Stk Index with a value of $5.1M, Arthur J. Gallagher & Co. with a value of $4.55M, and Roblox Corp with a value of $3.8M.

Examining the 13F form we can see an increase of $320M in the current position value, from $4.08B to 4.4B.

Below you can find more details about Schwab Charitable Fund portfolio as well as his latest detailed transactions.

Portfolio value $4.4 Billion
Technology: $4.34 Billion
ETFs: $33.5 Million
Communication Services: $7.14 Million
Consumer Cyclical: $5.91 Million
Financial Services: $5.39 Million
Consumer Defensive: $4.88 Million
Basic Materials: $931,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $4.4 Billion
  • Prior Value $4.08 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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