Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Charles Schwab Trust Co > Profile

Instuitional Investor - Charles Schwab Trust Co

Fund Profile
Filing Period:
Fund Name: Charles Schwab Trust Co
Portfolio Value $1,194,058,538
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,411,514 $125,330,664 10.5%
2.
Schwab Strategic Trust
 FNDF 3,942,548 $87,051,454 7.29%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 168,646 $86,668,866 7.26%
4.
Schwab Strategic Trust
 FNDF 3,504,691 $69,322,785 5.81%
5.
Ishares Trust
 IEF 671,121 $66,387,289 5.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)