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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 111 项
建仓 8
增持 53
减持 41
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$26.0M
858,888
+185%
增持
SCHF
SCHWAB STRATEGIC TR
+$24.2M
930,729
+349%
增持
SCHZ
SCHWAB STRATEGIC TR
+$23.1M
833,830
+152%
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
AGG
ISHARES TR
+$12.7M
1,123,383
+12%
增持
FNDX
SCHWAB STRATEGIC TR
+$12.5M
536,617
+58%
增持
SCHG
SCHWAB STRATEGIC TR
+$11.3M
270,190
+312%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$8.5M
745,435
-32%
增持
SCHH
SCHWAB STRATEGIC TR
+$8.4M
768,449
+123%
增持
FNDF
SCHWAB STRATEGIC TR
+$7.2M
533,039
+62%
增持
SCHO
SCHWAB STRATEGIC TR
+$5.2M
180,375
+147%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$4.7M
80,718
+43%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.7M
34,539
-64%
增持
SCHY
SCHWAB STRATEGIC TR
+$4.6M
242,528
+467%
增持
IUSG
ISHARES TR
+$4.4M
207,854
+32%
增持
SCHI
SCHWAB STRATEGIC TR
+$4.1M
163,058
+132%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.4M
177,471
+78%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.2M
165,885
+128%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$2.9M
262,720
+15%
减持
PFF
ISHARES TR
-$2.6M
23,085
-78%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.3M
222,473
+71%
减持
VOO
VANGUARD INDEX FDS
+$2.1M
175,968
-3%
减持
USHY
ISHARES TR
-$2.0M
17,281
-78%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.9M
229,391
+40%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$1.9M
337,553
+109%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.6M
100,690
+37%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.5M
480,242
-5%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
17,789
+85%
减持
BND
VANGUARD BD INDEX FDS
-$1.4M
259,810
-8%
增持
JNK
SPDR SER TR
+$1.3M
50,399
+39%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
155,782
+19%
增持
VB
VANGUARD INDEX FDS
+$1.1M
56,416
+4%
增持
CVX
CHEVRON CORP NEW
+$1.0M
17,202
+19%
增持
TIP
ISHARES TR
+$891.7K
115,048
+6%
增持
FNDC
SCHWAB STRATEGIC TR
+$887.9K
115,608
+15%
增持
ABBV
ABBVIE INC
+$854.2K
18,119
+17%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$749.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$747.6K
26,663
-1%
减持
SCZ
ISHARES TR
+$740.8K
121,721
-3%
减持
SCHP
SCHWAB STRATEGIC TR
-$737.2K
32,802
-30%
增持
PFE
PFIZER INC
+$724.2K
41,593
+29%
清仓
MBB
ISHARES TR
-$707.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$703.0K
6,241
+29%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$700.5K
20,444
+17%
减持
SCHQ
SCHWAB STRATEGIC TR
-$666.2K
27,663
-39%
减持
AMZN
AMAZON COM INC
-$660.7K
15,146
-11%
增持
MCD
MCDONALDS CORP
+$633.6K
4,461
+90%
增持
MRK
MERCK & CO INC
+$621.3K
13,153
+35%
增持
JNJ
JOHNSON & JOHNSON
+$602.7K
23,576
+8%
增持
—
EXXON MOBIL CORP
+$596.5K
10,757
+59%
建仓
CSX
CSX CORP
+$519.5K
16,768
建仓
NEE
NEXTERA ENERGY INC
+$474.5K
5,676
增持
WMT
WALMART INC
+$457.3K
10,087
+34%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$447.5K
33,002
+59%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$431.9K
122,555
-16%
减持
IEFA
ISHARES TR
+$424.6K
164,253
-11%
减持
IVV
ISHARES TR
+$411.6K
73,560
-5%
清仓
SPIB
SPDR SER TR
-$394.0K
0
-100%
建仓
—
ICON PLC
+$389.3K
2,004
减持
USRT
ISHARES TR
-$371.9K
295,654
-6%
清仓
AMAT
APPLIED MATLS INC
-$316.0K
0
-100%
减持
SDY
SPDR SER TR
-$313.9K
7,602
-33%
增持
PG
PROCTER AND GAMBLE CO
+$312.8K
12,159
+0%
建仓
SO
SOUTHERN CO
+$291.1K
4,077
减持
HD
HOME DEPOT INC
+$288.8K
8,370
-2%
增持
SPTL
SPDR SER TR
+$287.3K
46,273
+30%
建仓
MUB
ISHARES TR
+$275.2K
2,608
清仓
EMLC
VANECK ETF TRUST
-$261.0K
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR
-$251.6K
10,103
-34%
减持
IEI
ISHARES TR
-$245.4K
3,095
-41%
减持
SCHD
SCHWAB STRATEGIC TR
-$231.9K
96,149
-15%
增持
AAPL
APPLE INC
-$230.9K
42,839
+2%
清仓
ENTG
ENTEGRIS INC
-$228.0K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$224.5K
667
清仓
IAU
ISHARES GOLD TR
-$223.0K
0
-100%
清仓
SPIP
SPDR SER TR
-$222.0K
0
-100%
建仓
IJS
ISHARES TR
+$219.1K
2,400
减持
IEMG
ISHARES INC
-$216.0K
30,042
-20%
清仓
ARKW
ARK ETF TR
-$215.0K
0
-100%
建仓
PPG
PPG INDS INC
+$201.2K
1,600
增持
VO
VANGUARD INDEX FDS
+$169.5K
9,114
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$168.2K
4,838
-32%
减持
IJR
ISHARES TR
+$143.6K
27,997
-3%
增持
CVS
CVS HEALTH CORP
+$139.6K
10,726
+19%
增持
PEP
PEPSICO INC
+$139.2K
5,597
+5%
减持
GOOGL
ALPHABET INC
-$134.6K
7,100
-11%
减持
PM
PHILIP MORRIS INTL INC
-$119.8K
8,934
-28%
增持
UNH
UNITEDHEALTH GROUP INC
+$106.5K
3,928
+0%
减持
IAGG
ISHARES TR
-$91.5K
4,890
-27%
减持
CSCO
CISCO SYS INC
+$85.1K
15,788
-5%
增持
BAC
BANK AMERICA CORP
+$79.9K
14,641
+9%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$78.0K
72,926
-13%
增持
HON
HONEYWELL INTL INC
+$68.2K
1,335
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$66.2K
25,005
+3%
减持
GOOG
ALPHABET INC
-$65.1K
7,460
-1%
减持
UNP
UNION PAC CORP
+$64.8K
6,900
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$47.1K
1,551
+1%
增持
SCHJ
SCHWAB STRATEGIC TR
+$46.4K
28,266
+2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$37.4K
1,576
+5%
增持
DOW
DOW INC
+$35.5K
5,149
+1%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$32.7K
12,045
-5%
减持
MAR
MARRIOTT INTL INC NEW
-$32.7K
4,220
-11%
减持
AMGN
AMGEN INC
+$29.3K
1,543
-7%
减持
EFA
ISHARES TR
+$29.0K
4,860
-6%
增持
TXN
TEXAS INSTRS INC
+$23.0K
1,695
+2%
减持
BDX
BECTON DICKINSON & CO
+$22.0K
1,050
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$19.2K
3,814
+6%
减持
V
VISA INC
-$15.9K
1,218
-20%
减持
MSFT
MICROSOFT CORP
-$13.6K
21,280
-3%
减持
QQQ
INVESCO QQQ TR
-$9.8K
2,002
-1%
减持
INTC
INTEL CORP
+$8.6K
23,292
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.4K
1,196
-12%
