Charles Schwab Trust CO Portfolio Holdings
Charles Schwab Trust CO
- $1.14 Billion
- Q4 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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