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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 $1,164,330,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,898,795 $133,902,647 11.5%
2.
Vanguard Index Fds
 169,295 $91,218,080 7.83%
3.
Schwab Strategic Trust
 FNDF 3,560,063 $82,522,260 7.08%
4.
Ishares Trust
 IEF 703,155 $68,135,720 5.85%
5.
Schwab Strategic Trust
 FNDF 2,708,289 $64,132,284 5.5%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)