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Charles Schwab Trust Co 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Charles Schwab Trust Co
报告期 2026-03-31 · CIK 0001789219
持仓数
165
前50大市值合计
$1.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 146 项
建仓 13
增持 49
减持 68
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$101.9M
914,916
+4219%
增持
VOO
VANGUARD INDEX FDS
+$46.4M
148,121
+219%
增持
IVV
ISHARES TR
+$42.0M
91,389
+2391%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$38.1M
632,680
+8940%
建仓
BND
VANGUARD BD INDEX FDS
+$28.8M
339,908
减持
SCHX
SCHWAB STRATEGIC TR
-$27.8M
16,563
-94%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$26.4M
646,307
+392%
减持
FNDX
SCHWAB STRATEGIC TR
-$20.1M
72,360
-84%
减持
SCHA
SCHWAB STRATEGIC TR
-$19.3M
9,328
-95%
减持
SCHP
SCHWAB STRATEGIC TR
-$19.1M
32,697
-90%
减持
FNDF
SCHWAB STRATEGIC TR
-$18.9M
131,321
-81%
建仓
IEFA
ISHARES TR
+$17.9M
239,525
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$17.6M
24,670
-88%
减持
FNDE
SCHWAB STRATEGIC TR
-$17.5M
33,707
-94%
建仓
TIP
ISHARES TR
+$16.3M
125,826
减持
FNDA
SCHWAB STRATEGIC TR
-$12.9M
10,006
-96%
减持
SCHF
SCHWAB STRATEGIC TR
-$12.2M
106,381
-75%
减持
FNDC
SCHWAB STRATEGIC TR
-$9.8M
9,941
-96%
减持
SCHE
SCHWAB STRATEGIC TR
-$9.5M
11,568
-96%
增持
SCZ
ISHARES TR
+$8.1M
117,453
+1881%
增持
USRT
ISHARES TR
+$7.9M
154,241
+253%
减持
SPIB
SPDR SER TR
-$7.5M
22,646
-90%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$6.8M
0
-100%
减持
SCHC
SCHWAB STRATEGIC TR
-$6.1M
6,295
-96%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$6.1M
1,950
-95%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$5.7M
27,196
-80%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$5.0M
55,701
-66%
减持
IAU
ISHARES GOLD TR
-$4.3M
10,336
-93%
减持
SCHH
SCHWAB STRATEGIC TR
-$4.2M
102,471
-51%
清仓
PXH
INVESCO EXCH TRADED FD TR II
-$3.6M
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
91,420
+284%
增持
AAPL
APPLE INC
+$3.2M
55,646
+17%
增持
IJR
ISHARES TR
+$3.2M
33,180
+466%
减持
HAUZ
DBX ETF TR
-$3.2M
7,970
-93%
清仓
PDN
INVESCO EXCH TRADED FD TR II
-$2.9M
0
-100%
减持
SPIP
SPDR SER TR
-$2.7M
6,694
-93%
减持
IEMG
ISHARES INC
-$2.3M
42,315
-46%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$2.2M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$2.1M
43,681
+23%
增持
SCHI
SCHWAB STRATEGIC TR
+$1.9M
207,995
+23%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.9M
4,535
-88%
增持
AMZN
AMAZON COM INC
+$1.8M
1,296
+69%
增持
MSFT
MICROSOFT CORP
+$1.7M
24,379
+5%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$1.5M
0
-100%
清仓
EBND
SPDR SER TR
-$1.4M
0
-100%
建仓
SHOP
SHOPIFY INC
+$1.4M
1,000
增持
NVDA
NVIDIA CORPORATION
+$1.3M
11,704
+16%
清仓
MBB
ISHARES TR
-$1.2M
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$892.0K
0
-100%
增持
HD
HOME DEPOT INC
+$882.0K
9,701
+1%
清仓
EMLC
VANECK ETF TRUST
-$854.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$772.0K
6,570
+44%
清仓
TFI
SPDR SER TR
-$760.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$575.0K
27,833
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$565.0K
4,778
+2%
增持
PFE
PFIZER INC
+$540.0K
33,598
+0%
减持
—
MEDTRONIC PLC
-$507.0K
21,427
-1%
增持
QQQ
INVESCO QQQ TR
+$443.0K
2,355
+71%
减持
SCHD
SCHWAB STRATEGIC TR
-$420.0K
107,776
-12%
减持
ABBV
ABBVIE INC
+$404.0K
14,772
-0%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$387.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$373.0K
2,546
+31%
增持
V
VISA INC
+$361.0K
4,181
+71%
清仓
HDEF
DBX ETF TR
-$349.0K
0
-100%
建仓
IJH
ISHARES TR
+$342.0K
1,209
减持
JNK
SPDR SER TR
-$337.0K
47,463
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$327.0K
4,384
+22%
减持
SPTL
SPDR SER TR
-$319.0K
71,600
-11%
增持
GOOG
ALPHABET INC
+$305.0K
448
+20%
清仓
HYLB
DBX ETF TR
-$299.0K
0
-100%
建仓
LOW
LOWES COS INC
+$293.0K
1,133
减持
PG
PROCTER AND GAMBLE CO
+$283.0K
11,989
-0%
建仓
NKE
NIKE INC
+$270.0K
1,617
建仓
SCHG
SCHWAB STRATEGIC TR
+$267.0K
1,631
增持
JNJ
JOHNSON & JOHNSON
+$265.0K
23,991
+1%
建仓
—
ACCENTURE PLC IRELAND
+$264.0K
638
清仓
DVY
ISHARES TR
-$262.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$260.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$252.0K
565
+9%
增持
PEP
PEPSICO INC
+$251.0K
8,155
+5%
建仓
VCR
VANGUARD WORLD FDS
+$250.0K
734
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$249.0K
135,451
-8%
增持
WMT
WALMART INC
+$243.0K
7,871
+22%
减持
CVX
CHEVRON CORP NEW
+$235.0K
16,340
-1%
建仓
XLF
SELECT SECTOR SPDR TR
+$228.0K
5,834
增持
VGT
VANGUARD WORLD FDS
+$214.0K
1,780
+19%
减持
USHY
ISHARES TR
-$212.0K
5,351
-49%
建仓
DHR
DANAHER CORPORATION
+$210.0K
637
清仓
GLTR
ABERDEEN STD PRECIOUS METALS
-$202.0K
0
-100%
建仓
IYR
ISHARES TR
+$200.0K
1,721
减持
ABT
ABBOTT LABS
+$199.0K
9,167
-1%
减持
—
FLEETCOR TECHNOLOGIES INC
-$191.0K
4,000
-4%
增持
CSCO
CISCO SYS INC
+$190.0K
19,410
+2%
减持
PFF
ISHARES TR
-$171.0K
94,066
-6%
减持
CVS
CVS HEALTH CORP
+$161.0K
9,268
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$160.0K
1,883
+24%
减持
SCHJ
SCHWAB STRATEGIC TR
-$159.0K
30,784
-8%
减持
SCHZ
SCHWAB STRATEGIC TR
-$136.0K
24,306
-9%
减持
PYPL
PAYPAL HLDGS INC
-$135.0K
1,596
-5%
减持
IAGG
ISHARES TR
-$135.0K
22,438
-9%
增持
BAC
BK OF AMERICA CORP
+$128.0K
18,414
+13%
增持
META
META PLATFORMS INC
+$125.0K
2,758
+17%
增持
SDY
SPDR SER TR
+$123.0K
5,451
+10%
增持
NOC
NORTHROP GRUMMAN CORP
+$122.0K
1,365
+21%
增持
PPG
PPG INDS INC
+$111.0K
2,051
+21%
减持
COST
COSTCO WHSL CORP NEW
+$110.0K
1,065
-3%
增持
SCHQ
SCHWAB STRATEGIC TR
+$95.0K
35,729
+3%
减持
NEE
NEXTERA ENERGY INC
+$83.0K
6,584
-3%
减持
SCHO
SCHWAB STRATEGIC TR
-$83.0K
6,251
-20%
减持
NSC
NORFOLK SOUTHN CORP
+$82.0K
1,760
-5%
增持
EEM
ISHARES TR
+$79.0K
6,920
+35%
减持
VZ
VERIZON COMMUNICATIONS INC
-$76.0K
26,970
-1%
增持
—
EXXON MOBIL CORP
+$62.0K
14,253
+3%
减持
AMAT
APPLIED MATLS INC
+$62.0K
3,878
-9%
增持
BA
BOEING CO
-$60.0K
4,676
+3%
增持
MMM
3M CO
+$58.0K
12,107
+1%
增持
JPM
JPMORGAN CHASE & CO
+$56.0K
29,354
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$56.0K
3,993
-17%
减持
PH
PARKER-HANNIFIN CORP
+$52.0K
1,569
-2%
减持
MDLZ
MONDELEZ INTL INC
+$44.0K
6,289
-2%
减持
ZTS
ZOETIS INC
+$43.0K
1,182
-6%
减持
KO
COCA COLA CO
-$41.0K
3,593
-26%
增持
XLV
SELECT SECTOR SPDR TR
+$40.0K
2,162
+4%
减持
CAT
CATERPILLAR INC
+$39.0K
3,973
-2%
减持
T
AT&T INC
-$37.0K
11,734
-3%
减持
MCD
MCDONALDS CORP
-$35.0K
2,116
-15%
减持
KMI
KINDER MORGAN INC DEL
-$31.0K
24,061
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$26.0K
13,782
-2%
减持
COP
CONOCOPHILLIPS
-$25.0K
7,939
-10%
减持
ENB
ENBRIDGE INC
-$25.0K
7,132
-7%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$23.0K
3,403
-1%
增持
DIS
DISNEY WALT CO
+$22.0K
1,681
+19%
增持
EFA
ISHARES TR
+$16.0K
18,040
+0%
增持
INTC
INTEL CORP
-$16.0K
25,284
+2%
减持
PM
PHILIP MORRIS INTL INC
-$14.0K
13,765
-1%
减持
ORCL
ORACLE CORP
-$14.0K
13,188
-1%
减持
D
DOMINION ENERGY INC
+$12.0K
7,150
-5%
减持
TXN
TEXAS INSTRS INC
-$11.0K
2,360
-1%
减持
MO
ALTRIA GROUP INC
+$8.0K
10,796
-2%
减持
HON
HONEYWELL INTL INC
-$7.0K
1,536
-0%
减持
MRK
MERCK & CO INC
-$6.0K
9,490
-3%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0K
802
+2%
减持
BDX
BECTON DICKINSON & CO
-$2.0K
1,100
-3%
减持
SYK
STRYKER CORPORATION
-$2.0K
849
-2%
增持
USB
US BANCORP DEL
+$0
12,658
+6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$0
65,518
-2%
