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.
Portfolio value
$1.17 Billion
ETFs: $1.07 Billion
Technology: $21.7 Million
Industrials: $17.6 Million
Financial Services: $15.7 Million
Energy: $14.2 Million
Healthcare: $12.7 Million
Consumer Defensive: $9.03 Million
Consumer Cyclical: $7.02 Million
Other: $4.85 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
