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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 131 项
建仓 9
增持 46
减持 60
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
AGG
ISHARES TR
+$15.7M
1,251,017
+11%
增持
VOO
VANGUARD INDEX FDS
+$10.7M
192,753
+10%
增持
IUSG
ISHARES TR
+$8.5M
286,070
+38%
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
FNDX
SCHWAB STRATEGIC TR
+$6.9M
648,259
+21%
增持
USRT
ISHARES TR
+$6.6M
420,288
+42%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
815,662
+9%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.3M
985,883
+6%
增持
SCHX
SCHWAB STRATEGIC TR
+$4.2M
889,065
+4%
减持
SCHH
SCHWAB STRATEGIC TR
-$3.3M
588,606
-23%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.8M
871,623
+5%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.7M
582,499
+9%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.0M
219,805
+22%
减持
JNJ
JOHNSON & JOHNSON
-$1.8M
15,132
-36%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.6M
255,538
-5%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.6M
202,731
+22%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.6M
278,455
+25%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$1.5M
281,694
+7%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.4M
204,550
+15%
建仓
DIS
DISNEY WALT CO
+$1.1M
11,170
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
11,371
减持
UNH
UNITEDHEALTH GROUP INC
-$1.1M
2,077
-47%
增持
FNDA
SCHWAB STRATEGIC TR
+$975.0K
116,688
+16%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$892.6K
85,572
+6%
减持
PFE
PFIZER INC
-$704.1K
34,978
-16%
减持
HD
HOME DEPOT INC
-$685.9K
6,634
-21%
增持
SDY
SPDR SER TR
+$681.9K
13,200
+74%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$661.3K
0
-100%
减持
AAPL
APPLE INC
-$649.9K
29,813
-30%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$567.0K
40,440
+17%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$556.2K
16,304
-20%
减持
MSFT
MICROSOFT CORP
-$537.6K
15,837
-26%
清仓
QQQ
INVESCO QQQ TR
-$533.2K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$515.5K
92,230
-4%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$512.1K
284,123
-16%
减持
CVX
CHEVRON CORP NEW
-$498.1K
15,871
-8%
减持
SCHI
SCHWAB STRATEGIC TR
-$478.9K
146,688
-10%
增持
FNDC
SCHWAB STRATEGIC TR
+$469.7K
123,259
+7%
减持
PG
PROCTER AND GAMBLE CO
-$468.3K
9,244
-24%
减持
JPM
JPMORGAN CHASE & CO
-$445.1K
24,023
-10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$440.2K
6,416
+125%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$419.7K
3,576
+127%
清仓
AFL
AFLAC INC
-$409.6K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$394.3K
0
-100%
减持
MMM
3M CO
-$382.0K
8,776
-19%
增持
PFF
ISHARES TR
+$371.1K
34,460
+49%
增持
SCHP
SCHWAB STRATEGIC TR
+$354.1K
38,293
+17%
减持
GOOG
ALPHABET INC
-$347.8K
3,020
-60%
清仓
XLV
SELECT SECTOR SPDR TR
-$338.8K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$333.2K
0
-100%
减持
JNK
SPDR SER TR
-$331.6K
45,295
-10%
减持
IJR
ISHARES TR
-$328.7K
24,001
-14%
增持
AVGO
BROADCOM INC
+$320.4K
2,443
+10%
增持
FNDE
SCHWAB STRATEGIC TR
+$312.9K
230,220
+0%
清仓
SO
SOUTHERN CO
-$291.1K
0
-100%
清仓
FHLC
FIDELITY COVINGTON TRUST
-$286.6K
0
-100%
清仓
MUB
ISHARES TR
-$275.2K
0
-100%
减持
SCHY
SCHWAB STRATEGIC TR
-$268.2K
218,761
-10%
清仓
MDLZ
MONDELEZ INTL INC
-$263.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$261.8K
7,486
-31%
清仓
DOW
DOW INC
-$259.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$258.3K
23,160
-1%
清仓
V
VISA INC
-$253.1K
0
-100%
建仓
IWD
ISHARES TR
+$252.9K
1,661
建仓
ARKW
ARK ETF TR
+$252.0K
4,700
建仓
IJH
ISHARES TR
+$251.4K
1,005
清仓
SQ
BLOCK INC
-$251.4K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$247.6K
2,944
-48%
建仓
UPS
UNITED PARCEL SERVICE INC
+$245.1K
1,263
建仓
LLY
LILLY ELI & CO
+$244.5K
712
清仓
OXY
OCCIDENTAL PETE CORP
-$240.2K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$228.7K
19,451
-22%
清仓
CQP
CHENIERE ENERGY PARTNERS LP
-$227.5K
0
-100%
建仓
ENTG
ENTEGRIS INC
+$225.6K
2,751
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$224.5K
0
-100%
减持
GOOGL
ALPHABET INC
-$219.8K
3,920
-45%
增持
HUBB
HUBBELL INC
+$213.5K
5,700
+14%
减持
AMZN
AMAZON COM INC
-$208.4K
10,300
-32%
增持
ABBV
ABBVIE INC
+$207.4K
19,675
+9%
减持
INTC
INTEL CORP
-$207.2K
12,500
-46%
建仓
KO
COCA COLA CO
+$200.0K
3,225
增持
CVS
CVS HEALTH CORP
-$200.0K
10,759
+0%
增持
PXH
INVESCO EXCH TRADED FD TR II
+$196.7K
80,700
+11%
减持
IEFA
ISHARES TR
-$188.2K
148,636
-10%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$188.1K
111,920
-9%
增持
SCHQ
SCHWAB STRATEGIC TR
+$183.8K
30,931
+12%
减持
PM
PHILIP MORRIS INTL INC
-$180.4K
7,443
-17%
减持
SPTL
SPDR SER TR
-$177.5K
37,752
-18%
增持
CSCO
CISCO SYS INC
+$166.4K
17,571
+11%
增持
WMT
WALMART INC
+$159.9K
10,785
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$153.3K
700
-41%
减持
SPY
SPDR S&P 500 ETF TR
-$142.0K
1,102
-29%
增持
USHY
ISHARES TR
+$140.9K
20,750
+20%
减持
TIP
ISHARES TR
+$133.3K
112,281
-2%
减持
VB
VANGUARD INDEX FDS
+$126.9K
55,294
-2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
+$118.3K
476,357
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$118.1K
6,321
+31%
减持
CSX
CSX CORP
-$117.1K
13,439
-20%
减持
SCZ
ISHARES TR
-$108.6K
113,698
-7%
减持
BND
VANGUARD BD INDEX FDS
-$106.9K
251,359
-3%
减持
SCHJ
SCHWAB STRATEGIC TR
-$103.2K
25,695
-9%
减持
MAR
MARRIOTT INTL INC NEW
-$93.7K
3,220
-24%
增持
IEMG
ISHARES INC
+$91.1K
30,623
+2%
减持
MO
ALTRIA GROUP INC
-$90.3K
9,332
-16%
增持
COP
CONOCOPHILLIPS
-$89.6K
8,539
+8%
减持
ORCL
ORACLE CORP
-$81.4K
9,982
-19%
减持
IJT
ISHARES TR
-$80.3K
2,111
-27%
增持
PDN
INVESCO EXCH TRADED FD TR II
+$78.1K
34,042
+3%
增持
MA
MASTERCARD INCORPORATED
+$77.1K
4,253
+1%
增持
HON
HONEYWELL INTL INC
+$74.7K
1,888
+41%
减持
VO
VANGUARD INDEX FDS
-$72.3K
8,464
-7%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$71.7K
10,213
-15%
减持
BAC
BANK AMERICA CORP
-$71.0K
14,472
-1%
增持
ABT
ABBOTT LABS
+$63.2K
11,919
+14%
增持
BA
BOEING CO
+$61.1K
2,395
+2%
减持
SCHR
SCHWAB STRATEGIC TR
-$58.1K
8,710
-14%
减持
PH
PARKER-HANNIFIN CORP
+$57.8K
1,500
-2%
减持
MCD
MCDONALDS CORP
+$55.0K
4,401
-1%
减持
TXN
TEXAS INSTRS INC
-$54.6K
1,212
-28%
增持
IEI
ISHARES TR
+$52.4K
3,468
+12%
增持
MRK
MERCK & CO INC
+$47.4K
14,163
+8%
增持
IAGG
ISHARES TR
+$39.7K
5,562
+14%
减持
IVV
ISHARES TR
-$39.0K
68,657
-7%
减持
—
ICON PLC
+$37.9K
2,000
-0%
减持
NVDA
NVIDIA CORPORATION
-$35.3K
9,232
-48%
减持
PEP
PEPSICO INC
-$27.8K
5,394
-4%
减持
—
MEDTRONIC PLC
+$25.1K
20,512
-2%
减持
VGT
VANGUARD WORLD FDS
+$20.0K
1,536
-14%
减持
EFA
ISHARES TR
-$16.5K
4,230
-13%
减持
—
EXXON MOBIL CORP
-$13.4K
10,698
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.8K
150,598
-3%
增持
UNP
UNION PAC CORP
-$11.1K
7,044
+2%
