Schwab Charitable Fund has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.46 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 $3.39B, Ishares Core S&P Total U.S. St with a value of $7.17M, Roblox Corp with a value of $6.21M, Arthur J. Gallagher & Co. with a value of $5.53M, and Vanguard Total World Stk Index with a value of $5.03M.

Examining the 13F form we can see an decrease of $935M in the current position value, from $4.4B to 3.46B.

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

Portfolio value $3.46 Billion
Technology: $3.4 Billion
ETFs: $32.9 Million
Financial Services: $10.1 Million
Communication Services: $9.27 Million
Consumer Defensive: $4.95 Million
Consumer Cyclical: $1.34 Million
Basic Materials: $962,000
Industrials: $482,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $3.46 Billion
  • Prior Value $4.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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