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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 $1,332,501,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,587,068 $129,843,460 9.74%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 188,776 $107,230,589 8.05%
3.
Schwab Strategic Trust
 FNDF 3,895,745 $95,212,001 7.15%
4.
Schwab Strategic Trust
 FNDF 3,214,073 $71,031,010 5.33%
5.
Schwab Strategic Trust
 FNDF 2,866,593 $70,346,192 5.28%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)