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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 138 项
建仓 14
增持 48
减持 62
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SCHZ
SCHWAB STRATEGIC TR
+$67.3M
2,900,621
+87%
减持
AGG
ISHARES TR
-$52.8M
679,624
-46%
清仓
TNC
TENNANT CO
-$18.1M
0
-100%
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
SCHX
SCHWAB STRATEGIC TR
+$9.6M
1,200,847
+7%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.5M
1,542,684
+8%
增持
FNDX
SCHWAB STRATEGIC TR
+$7.5M
898,580
+6%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$6.4M
0
-100%
增持
MUB
ISHARES TR
+$6.2M
104,548
+116%
增持
VOO
VANGUARD INDEX FDS
+$6.1M
177,307
+1%
建仓
EMR
EMERSON ELEC CO
+$5.6M
51,065
增持
SCHG
SCHWAB STRATEGIC TR
+$5.4M
354,585
+13%
增持
SCHI
SCHWAB STRATEGIC TR
+$5.0M
245,380
+72%
清仓
JNK
SPDR SER TR
-$4.7M
0
-100%
建仓
SCYB
SCHWAB STRATEGIC TR
+$4.1M
76,973
增持
FNDF
SCHWAB STRATEGIC TR
+$4.0M
890,190
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
886,861
+1%
增持
SCHO
SCHWAB STRATEGIC TR
+$3.3M
390,649
+19%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.2M
329,592
+13%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.1M
525,239
+15%
减持
TIP
ISHARES TR
-$3.0M
83,964
-27%
增持
SCHP
SCHWAB STRATEGIC TR
+$2.9M
99,577
+109%
减持
SCHH
SCHWAB STRATEGIC TR
+$2.6M
1,023,299
-3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.2M
384,186
-10%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$2.1M
323,653
+6%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.0M
502,724
+4%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.9M
318,947
+9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.8M
2,083
-84%
增持
IUSG
ISHARES TR
+$1.6M
255,970
+2%
增持
VB
VANGUARD INDEX FDS
+$1.5M
60,339
+3%
增持
SUB
ISHARES TR
+$1.4M
30,541
+76%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.4M
182,504
+6%
增持
AAPL
APPLE INC
+$1.3M
28,333
+13%
清仓
SPTL
SPDR SER TR
-$1.2M
0
-100%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.2M
331,356
+3%
增持
SCHQ
SCHWAB STRATEGIC TR
+$1.0M
72,121
+58%
增持
FNDC
SCHWAB STRATEGIC TR
+$928.0K
181,126
+5%
减持
USRT
ISHARES TR
-$903.5K
390,734
-16%
建仓
SCHB
SCHWAB STRATEGIC TR
+$903.0K
13,574
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$837.7K
169,712
+2%
减持
MSFT
MICROSOFT CORP
-$810.7K
18,686
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$806.0K
111,684
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$781.0K
0
-100%
减持
SCZ
ISHARES TR
+$660.0K
115,437
-1%
减持
CVX
CHEVRON CORP NEW
-$647.2K
19,933
-13%
建仓
VGT
VANGUARD WORLD FD
+$637.2K
1,086
减持
COST
COSTCO WHSL CORP NEW
-$633.6K
362
-68%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$595.6K
17,369
减持
PGX
INVESCO EXCH TRADED FD TR II
-$581.4K
160,956
-28%
增持
AMZN
AMAZON COM INC
+$576.7K
14,686
+31%
增持
SCMB
SCHWAB STRATEGIC TR
+$553.1K
274,741
+2%
清仓
AXP
AMERICAN EXPRESS CO
-$550.9K
0
-100%
减持
IVV
ISHARES TR
-$546.8K
41,459
-7%
减持
ABBV
ABBVIE INC
+$536.2K
21,315
-0%
增持
SCHY
SCHWAB STRATEGIC TR
+$517.5K
179,533
+1%
减持
MRK
MERCK & CO INC
-$517.0K
10,636
-24%
减持
PG
PROCTER AND GAMBLE CO
-$510.0K
16,513
-19%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$417.8K
118,397
-14%
清仓
T
AT&T INC
-$393.6K
0
-100%
建仓
IGIB
ISHARES TR
+$370.0K
6,888
增持
JPM
JPMORGAN CHASE & CO.
+$357.7K
24,913
+3%
清仓
INTC
INTEL CORP
-$345.1K
0
-100%
增持
SCHJ
SCHWAB STRATEGIC TR
+$344.4K
34,823
+22%
减持
JNJ
JOHNSON & JOHNSON
-$338.9K
14,915
-21%
减持
AMGN
AMGEN INC
-$337.6K
629
-64%
减持
OKE
ONEOK INC NEW
+$319.9K
34,521
-0%
清仓
ETR
ENTERGY CORP NEW
-$308.4K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$308.1K
191,352
-6%
清仓
—
EATON CORP PLC
-$300.4K
0
-100%
增持
META
META PLATFORMS INC
+$291.2K
1,105
+63%
建仓
BX
BLACKSTONE INC
+$291.0K
1,901
减持
PEP
PEPSICO INC
-$285.7K
8,163
-20%
建仓
IWM
ISHARES TR
+$284.9K
1,290
建仓
VYMI
VANGUARD WHITEHALL FDS
+$280.1K
3,815
增持
GOOGL
ALPHABET INC
+$271.8K
6,927
+44%
增持
AVGO
BROADCOM INC
+$269.2K
25,090
+892%
清仓
XLE
SELECT SECTOR SPDR TR
-$265.1K
0
-100%
清仓
GE
GE AEROSPACE
-$256.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$251.0K
23,501
+12%
建仓
VYM
VANGUARD WHITEHALL FDS
+$250.5K
1,954
建仓
VTI
VANGUARD INDEX FDS
+$250.0K
883
减持
DVY
ISHARES TR
-$236.4K
2,216
-50%
清仓
MDLZ
MONDELEZ INTL INC
-$219.2K
0
-100%
建仓
SPIP
SPDR SER TR
+$217.8K
8,288
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$215.3K
1,368
-34%
减持
IJR
ISHARES TR
+$209.8K
28,014
-3%
建仓
NOC
NORTHROP GRUMMAN CORP
+$209.6K
397
清仓
DNP
DNP SELECT INCOME FD INC
-$205.5K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$204.3K
1,245
减持
UNH
UNITEDHEALTH GROUP INC
-$202.9K
672
-43%
减持
USHY
ISHARES TR
-$198.3K
28,593
-19%
增持
QQQ
INVESCO QQQ TR
+$198.2K
2,227
+20%
增持
CPAY
CORPAY INC
+$187.3K
4,006
+0%
减持
WMT
WALMART INC
+$179.1K
18,173
-4%
减持
SBUX
STARBUCKS CORP
+$175.3K
9,257
-1%
减持
DE
DEERE & CO
-$173.3K
6,336
-16%
减持
COP
CONOCOPHILLIPS
-$137.4K
8,811
-5%
增持
SCHR
SCHWAB STRATEGIC TR
+$129.1K
23,447
+8%
减持
PFF
ISHARES TR
-$122.2K
83,237
-9%
减持
ORCL
ORACLE CORP
+$118.7K
7,983
-9%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$118.4K
77,584
-1%
增持
MO
ALTRIA GROUP INC
+$117.8K
8,249
+24%
减持
VZ
VERIZON COMMUNICATIONS INC
-$113.5K
16,622
-20%
减持
CAT
CATERPILLAR INC
+$109.3K
5,301
-10%
增持
BA
BOEING CO
+$104.4K
5,474
+37%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$92.0K
32,660
-0%
减持
CSCO
CISCO SYS INC
-$87.5K
5,133
-32%
减持
ABT
ABBOTT LABS
+$85.5K
15,220
-4%
减持
ZTS
ZOETIS INC
+$67.0K
3,083
-0%
减持
NEE
NEXTERA ENERGY INC
+$66.8K
7,449
-6%
减持
LLY
ELI LILLY & CO
-$61.4K
226
-22%
减持
HD
HOME DEPOT INC
+$56.2K
6,462
-13%
增持
GOOG
ALPHABET INC
-$56.1K
4,280
+2%
增持
CVS
CVS HEALTH CORP
+$55.9K
9,120
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$53.5K
2,625
+10%
减持
IVE
ISHARES TR
+$52.5K
4,063
-1%
减持
V
VISA INC
+$51.8K
4,595
-0%
减持
MS
MORGAN STANLEY
+$48.3K
7,251
-0%
减持
MMM
3M CO
+$36.2K
3,466
-19%
减持
CL
COLGATE PALMOLIVE CO
+$36.2K
5,601
-0%
减持
PM
PHILIP MORRIS INTL INC
+$33.1K
3,711
-10%
减持
SDY
SPDR SER TR
+$25.1K
14,234
-9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$24.9K
1,645
-18%
增持
IAGG
ISHARES TR
+$24.4K
10,297
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$24.4K
66,262
+1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$23.5K
71,995
-9%
减持
MCD
MCDONALDS CORP
+$18.4K
1,767
-13%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$18.0K
8,745
-7%
减持
IEFA
ISHARES TR
-$12.2K
96,938
-7%
减持
—
EXXON MOBIL CORP
-$11.8K
22,971
-2%
增持
MAR
MARRIOTT INTL INC NEW
+$11.7K
1,569
+0%
减持
PH
PARKER-HANNIFIN CORP
-$10.2K
1,412
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.4K
1,446
-5%
减持
PPG
PPG INDS INC
+$8.0K
1,642
-1%
减持
IEI
ISHARES TR
-$6.8K
3,075
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$6.1K
2,041
-6%
减持
IEMG
ISHARES INC
+$4.0K
19,432
-6%
减持
DUK
DUKE ENERGY CORP NEW
+$3.8K
1,824
-11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$640
4,121
+0%
