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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 123 项
建仓 11
增持 46
减持 54
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
SCHWAB STRATEGIC TR
+$14.5M
330,318
+3116%
建仓
IUSG
ISHARES TR
+$12.6M
156,937
增持
FNDX
SCHWAB STRATEGIC TR
+$12.4M
339,728
+347%
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
VOO
VANGUARD INDEX FDS
+$12.0M
181,926
+32%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.4M
1,093,139
+57%
增持
SCHX
SCHWAB STRATEGIC TR
+$11.1M
300,855
+712%
增持
AGG
ISHARES TR
+$10.3M
999,569
+18%
增持
USRT
ISHARES TR
+$7.0M
315,626
+111%
减持
SCHI
SCHWAB STRATEGIC TR
-$6.3M
70,209
-66%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$6.3M
56,274
+439%
增持
FNDF
SCHWAB STRATEGIC TR
+$4.3M
328,543
+133%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0M
207,131
+261%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$3.9M
228,510
+123%
建仓
SCHG
SCHWAB STRATEGIC TR
+$3.7M
65,634
建仓
SCHO
SCHWAB STRATEGIC TR
+$3.5M
73,071
减持
IVV
ISHARES TR
-$3.3M
77,655
-6%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.0M
99,715
+401%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.9M
97,207
+76%
增持
FNDA
SCHWAB STRATEGIC TR
+$2.7M
73,466
+709%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
505,733
-7%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.6M
130,228
+809%
减持
BND
VANGUARD BD INDEX FDS
-$2.5M
281,088
-6%
减持
IEFA
ISHARES TR
-$2.5M
184,166
-11%
增持
PFF
ISHARES TR
+$2.3M
104,092
+238%
增持
FNDC
SCHWAB STRATEGIC TR
+$2.1M
100,268
+412%
增持
FNDE
SCHWAB STRATEGIC TR
+$2.1M
163,351
+146%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.8M
47,028
+298%
增持
SCHH
SCHWAB STRATEGIC TR
+$1.8M
344,586
+55%
增持
VB
VANGUARD INDEX FDS
+$1.7M
54,170
+27%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.7M
72,827
+711%
减持
SPTL
SPDR SER TR
-$1.7M
35,615
-57%
减持
TIP
ISHARES TR
-$1.4M
108,240
-3%
清仓
IWF
ISHARES TR
-$1.4M
0
-100%
清仓
IWB
ISHARES TR
-$1.3M
0
-100%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$1.2M
84,228
+664%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
130,394
+50%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.1M
161,756
-33%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$973.0K
17,420
+71%
减持
VTI
VANGUARD INDEX FDS
-$926.0K
23,373
-14%
建仓
SCHY
SCHWAB STRATEGIC TR
+$856.0K
42,762
减持
SCHQ
SCHWAB STRATEGIC TR
-$844.0K
45,563
-26%
减持
SCHD
SCHWAB STRATEGIC TR
-$780.0K
112,833
-2%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$600.0K
1,493
减持
MSFT
MICROSOFT CORP
-$563.0K
21,971
-1%
建仓
QQQ
INVESCO QQQ TR
+$543.0K
2,030
增持
USHY
ISHARES TR
+$535.0K
78,662
+29%
减持
JNJ
JOHNSON & JOHNSON
-$466.0K
21,805
-4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$465.0K
12,648
-41%
清仓
DVY
ISHARES TR
-$450.0K
0
-100%
减持
SCHJ
SCHWAB STRATEGIC TR
-$449.0K
27,620
-24%
减持
JNK
SPDR SER TR
-$447.0K
36,285
-9%
增持
SCHR
SCHWAB STRATEGIC TR
+$444.0K
15,242
+158%
建仓
TGT
TARGET CORP
+$442.0K
2,981
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$441.0K
146,000
-13%
减持
SPY
SPDR S&P 500 ETF TR
-$353.0K
1,530
-36%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$338.0K
16,610
+93%
减持
VZ
VERIZON COMMUNICATIONS INC
-$336.0K
24,200
-2%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$333.0K
0
-100%
清仓
IWM
ISHARES TR
-$317.0K
0
-100%
减持
PFE
PFIZER INC
-$316.0K
32,154
-2%
减持
NVDA
NVIDIA CORPORATION
-$299.0K
9,612
-1%
减持
INTC
INTEL CORP
-$287.0K
23,551
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$280.0K
28,000
-8%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$269.0K
20,692
+131%
减持
PG
PROCTER AND GAMBLE CO
-$261.0K
12,119
-3%
建仓
EMLC
VANECK ETF TRUST
+$261.0K
11,443
清仓
EEM
ISHARES TR
-$254.0K
0
-100%
增持
ABBV
ABBVIE INC
-$254.0K
15,452
+2%
增持
IEI
ISHARES TR
+$253.0K
5,262
+81%
减持
MMM
3M CO
-$245.0K
10,878
-3%
减持
IWR
ISHARES TR
-$243.0K
5,297
-40%
减持
IJR
ISHARES TR
-$242.0K
28,742
-3%
减持
JPM
JPMORGAN CHASE & CO
-$234.0K
27,065
-0%
清仓
PPG
PPG INDS INC
-$229.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$224.0K
0
-100%
清仓
T
AT&T INC
-$223.0K
0
-100%
建仓
SPIP
SPDR SER TR
+$222.0K
8,745
清仓
META
META PLATFORMS INC
-$222.0K
0
-100%
建仓
HON
HONEYWELL INTL INC
+$218.0K
1,308
减持
PM
PHILIP MORRIS INTL INC
-$214.0K
12,334
-2%
清仓
IJS
ISHARES TR
-$214.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$214.0K
0
-100%
建仓
CQP
CHENIERE ENERGY PARTNERS LP
+$213.0K
4,000
减持
—
MEDTRONIC PLC
-$210.0K
20,955
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$192.0K
7,164
+61%
增持
GOOGL
ALPHABET INC
-$183.0K
7,960
+1738%
增持
SCZ
ISHARES TR
+$164.0K
125,751
+15%
减持
AAPL
APPLE INC
-$160.0K
41,943
-4%
增持
IEMG
ISHARES INC
-$136.0K
37,672
+5%
增持
CAT
CATERPILLAR INC
+$113.0K
4,827
+27%
减持
AVGO
BROADCOM INC
-$113.0K
2,230
-2%
减持
SPIB
SPDR SER TR
-$113.0K
12,591
-19%
增持
MBB
ISHARES TR
+$109.0K
7,720
+26%
减持
IAGG
ISHARES TR
-$108.0K
6,707
-23%
增持
MA
MASTERCARD INCORPORATED
-$104.0K
4,223
+2%
增持
ABT
ABBOTT LABS
-$102.0K
10,417
+2%
减持
PEP
PEPSICO INC
-$100.0K
5,342
-8%
增持
GOOG
ALPHABET INC
-$100.0K
7,560
+1900%
减持
USB
US BANCORP DEL
-$95.0K
8,969
-10%
增持
ORCL
ORACLE CORP
-$86.0K
12,343
+3%
减持
BAC
BK OF AMERICA CORP
-$83.0K
13,419
-14%
减持
CSCO
CISCO SYS INC
-$80.0K
16,663
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$78.0K
2,846
-3%
增持
IJT
ISHARES TR
+$75.0K
2,891
+39%
减持
—
EXXON MOBIL CORP
-$74.0K
6,759
-13%
减持
AMZN
AMAZON COM INC
-$74.0K
17,106
-9%
减持
EFA
ISHARES TR
-$67.0K
5,185
-9%
减持
IAU
ISHARES GOLD TR
-$64.0K
7,075
-15%
减持
AMGN
AMGEN INC
-$61.0K
1,667
-7%
减持
MRK
MERCK & CO INC
-$57.0K
9,732
-1%
增持
SDY
SPDR SER TR
+$52.0K
11,344
+11%
减持
UNH
UNITEDHEALTH GROUP INC
-$52.0K
3,913
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$52.0K
1,500
-19%
减持
CVX
CHEVRON CORP NEW
-$50.0K
14,470
-2%
减持
WMT
WALMART INC
+$48.0K
7,503
-1%
减持
MO
ALTRIA GROUP INC
-$45.0K
11,086
-6%
减持
HD
HOME DEPOT INC
-$41.0K
8,535
-2%
增持
VGT
VANGUARD WORLD FDS
+$37.0K
1,791
+14%
增持
MCD
MCDONALDS CORP
-$32.0K
2,351
+1%
减持
COST
COSTCO WHSL CORP NEW
-$32.0K
973
-5%
增持
BA
BOEING CO
+$32.0K
2,350
+27%
减持
FHLC
FIDELITY COVINGTON TRUST
-$26.0K
4,480
-4%
减持
TXN
TEXAS INSTRS INC
-$14.0K
1,662
-6%
