Charles Schwab Trust CO Purchases and Sells in Q1 2025

Charles Schwab Trust CO

$1.17 Billion
Q1 2025

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BND	204K + 72.65%	$71.17 - $73.66 $14.5M - $15M	485K $35.6M
MUB	81.2K + 141.14%	$104.71 - $107.69 $8.5M - $8.74M	139K $14.6M
SCHF	50.9K + 1.48%	$18.36 - $20.51 $935K - $1.04M	3.5M $70M
FNDF	35.5K + 3.66%	$32.9 - $37.45 $1.17M - $1.33M	1M $36.6M
SCHX	382K + 10.74%	$21.75 - $24.28 $8.32M - $9.29M	3.94M $86.6M
SCHG	300K + 21.75%	$24.91 - $29.02 $7.47M - $8.7M	1.68M $42M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TQQQ	83.2K New	$57.3 - $90.39 $4.77M - $7.52M	83.2K $4.77M
MLPA	32.6K New	$49.83 - $54.53 $1.63M - $1.78M	32.6K $1.74M
IAU	17.8K New	$49.74 - $58.96 $883K - $1.05M	17.8K $1.05M
VTEB	19.3K New	$49.25 - $50.66 $951K - $978K	19.3K $956K
VGK	9.56K New	$63.07 - $73.5 $603K - $703K	9.56K $678K
SHY	6.07K New	$81.83 - $82.73 $497K - $502K	6.07K $501K

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHZ	-487K - 8.26%	$22.46 - $23.26 $10.9M - $11.3M	5.41M $125M
VOO	-649 - 0.38%	$507.05 - $563.67 $329K - $366K	169K $86.2M
AAPL	-6.31K - 19.97%	$209.68 - $247.1 $1.32M - $1.56M	25.3K $5.62M
AGG	-32K - 4.56%	$95.85 - $99.25 $3.07M - $3.18M	671K $66.3M
AVGO	-831 - 3.1%	$167.43 - $244.7 $139K - $203K	26K $4.35M
MSFT	-1.95K - 9.71%	$375.39 - $447.2 $732K - $872K	18.1K $6.81M

Activity Summary All Purchases 83 New Holdings 21 Increased Positions 62 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

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