Charles Schwab Trust CO has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 158 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 $134M, Vanguard Index Fds S&P 500 ETF with a value of $91.2M, Schwab Strategic Tr Us Large C with a value of $82.5M, Ishares Core U.S. Aggregate Bo with a value of $68.1M, and Schwab Fundamental U S Large C with a value of $64.1M.
Examining the 13F form we can see an increase of $541K in the current position value, from $1.14B to 1.14B.
Below you can find more details about Charles Schwab Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
ETFs: $1.03 Billion
Technology: $29.6 Million
Financial Services: $18.2 Million
Industrials: $17.5 Million
Energy: $12.2 Million
Healthcare: $11.3 Million
Consumer Cyclical: $8.97 Million
Consumer Defensive: $8.8 Million
Other: $5.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
