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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 144 项
建仓 13
增持 88
减持 37
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SCMB
SCHWAB STRATEGIC TR
+$6.5M
815,340
+197%
增持
BND
VANGUARD BD INDEX FDS
+$5.8M
281,011
+47%
减持
MUB
ISHARES TR
-$5.2M
57,502
-45%
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
SCHZ
SCHWAB STRATEGIC TR
-$3.9M
5,898,795
+103%
减持
VOO
VANGUARD INDEX FDS
-$2.3M
169,295
-5%
建仓
SPMD
SPDR SER TR
+$2.2M
39,478
增持
AVGO
BROADCOM INC
+$1.9M
26,810
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
29,521
+18%
增持
SCHI
SCHWAB STRATEGIC TR
-$1.6M
442,304
+80%
增持
IEMG
ISHARES INC
+$1.5M
50,529
+160%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
1,378,549
+289%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$1.4M
382,505
+18%
增持
AAPL
APPLE INC
+$1.3M
31,616
+12%
减持
IUSG
ISHARES TR
-$1.3M
232,863
-9%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.1M
158,520
-7%
减持
IVV
ISHARES TR
-$1.1M
38,723
-7%
增持
USRT
ISHARES TR
-$1.1M
400,826
+3%
增持
FNDF
SCHWAB STRATEGIC TR
-$1.1M
969,179
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.0M
3,560,063
+196%
增持
SCHO
SCHWAB STRATEGIC TR
+$958.4K
835,096
+114%
清仓
SCHB
SCHWAB STRATEGIC TR
-$903.0K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
-$894.6K
1,083,343
+6%
增持
EMR
EMERSON ELEC CO
+$892.2K
52,265
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$850.7K
997,195
+12%
增持
SCYB
SCHWAB STRATEGIC TR
-$839.0K
125,345
+63%
增持
SCZ
ISHARES TR
-$793.2K
115,587
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$744.8K
3,269
+60%
减持
PFF
ISHARES TR
-$737.8K
64,509
-22%
增持
FNDE
SCHWAB STRATEGIC TR
-$731.8K
342,892
+3%
增持
AGG
ISHARES TR
-$689.8K
703,155
+3%
增持
IEFA
ISHARES TR
-$639.8K
98,551
+2%
增持
ITOT
ISHARES TR
+$581.0K
6,415
+230%
增持
SCHJ
SCHWAB STRATEGIC TR
-$563.3K
47,766
+37%
建仓
VUG
VANGUARD INDEX FDS
+$557.8K
1,359
减持
TIP
ISHARES TR
-$518.1K
82,191
-2%
增持
SDY
SPDR SER TR
+$490.7K
19,020
+34%
增持
SCHE
SCHWAB STRATEGIC TR
-$469.5K
557,903
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$459.1K
3,453,745
+124%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$446.0K
133,720
-17%
增持
V
VISA INC
+$441.6K
5,395
+17%
增持
MSFT
MICROSOFT CORP
+$426.0K
20,087
+7%
增持
SCHC
SCHWAB STRATEGIC TR
-$418.9K
345,765
+8%
减持
SCHQ
SCHWAB STRATEGIC TR
-$413.1K
67,145
-7%
减持
VB
VANGUARD INDEX FDS
-$394.1K
57,928
-4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$384.6K
99,807
-16%
增持
ABBV
ABBVIE INC
-$370.4K
21,603
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$365.0K
670,493
+103%
增持
MA
MASTERCARD INCORPORATED
+$351.5K
7,981
+2%
增持
FNDX
SCHWAB STRATEGIC TR
-$349.8K
2,708,289
+201%
建仓
MCK
MCKESSON CORP
+$349.4K
613
增持
ORCL
ORACLE CORP
+$347.3K
10,247
+28%
增持
FNDC
SCHWAB STRATEGIC TR
-$335.3K
192,578
+6%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$332.2K
514,574
+2%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$330.4K
2,812
增持
NVDA
NVIDIA CORPORATION
+$327.6K
23,692
+1%
增持
OKE
ONEOK INC NEW
+$320.5K
34,526
+0%
增持
SCHY
SCHWAB STRATEGIC TR
-$303.1K
190,106
+6%
清仓
DVY
ISHARES TR
-$299.3K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$286.4K
0
-100%
增持
GOOG
ALPHABET INC
+$286.0K
5,259
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$266.5K
1,977
+45%
增持
WMT
WALMART INC
+$265.1K
19,176
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$264.9K
3,300
+58%
减持
JNJ
JOHNSON & JOHNSON
-$262.2K
14,900
-0%
减持
CVS
CVS HEALTH CORP
-$256.7K
7,056
-23%
建仓
LMT
LOCKHEED MARTIN CORP
+$253.7K
522
增持
XLK
SELECT SECTOR SPDR TR
+$251.9K
3,632
+38%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$251.4K
2,183
增持
SPIP
SPDR SER TR
+$249.6K
18,467
+123%
建仓
TXN
TEXAS INSTRS INC
+$248.5K
1,325
建仓
HON
HONEYWELL INTL INC
+$244.9K
1,084
减持
VGT
VANGUARD WORLD FD
-$241.8K
636
-41%
建仓
WFC
WELLS FARGO CO NEW
+$237.9K
3,387
增持
SUB
ISHARES TR
+$232.1K
32,947
+8%
减持
AMZN
AMAZON COM INC
-$223.8K
11,453
-22%
建仓
CTAS
CINTAS CORP
+$219.2K
1,200
增持
SCHP
SCHWAB STRATEGIC TR
-$218.6K
198,284
+99%
减持
PG
PROCTER AND GAMBLE CO
-$218.0K
15,760
-5%
增持
MS
MORGAN STANLEY
+$215.1K
7,723
+7%
建仓
CQP
CHENIERE ENERGY PARTNERS LP
+$212.5K
4,000
清仓
NOC
NORTHROP GRUMMAN CORP
-$209.6K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$204.3K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$204.2K
1,206
清仓
AMGN
AMGEN INC
-$202.7K
0
-100%
建仓
KO
COCA COLA CO
+$200.2K
3,216
减持
CVX
CHEVRON CORP NEW
-$193.4K
18,931
-5%
减持
USHY
ISHARES TR
-$160.8K
24,890
-13%
减持
CAT
CATERPILLAR INC
-$156.5K
5,284
-0%
增持
PH
PARKER-HANNIFIN CORP
+$154.8K
1,646
+17%
增持
FNDA
SCHWAB STRATEGIC TR
+$152.6K
371,191
+103%
增持
VTI
VANGUARD INDEX FDS
+$145.4K
1,364
+54%
减持
PXH
INVESCO EXCH TRADED FD TR II
-$143.0K
76,171
-2%
减持
BA
BOEING CO
-$134.2K
3,944
-28%
减持
PDN
INVESCO EXCH TRADED FD TR II
-$132.5K
32,115
-2%
减持
QQQ
INVESCO QQQ TR
-$132.4K
1,867
-16%
增持
VO
VANGUARD INDEX FDS
+$131.9K
7,853
+7%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$126.4K
4,264
+3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$125.8K
65,518
-1%
增持
META
META PLATFORMS INC
+$122.2K
1,289
+17%
减持
IJR
ISHARES TR
-$117.8K
27,415
-2%
增持
IWR
ISHARES TR
+$115.8K
38,593
+3%
增持
MCD
MCDONALDS CORP
+$114.5K
2,251
+27%
增持
DUK
DUKE ENERGY CORP NEW
+$113.7K
3,007
+65%
减持
IGIB
ISHARES TR
-$111.4K
5,021
-27%
增持
—
EXXON MOBIL CORP
+$102.1K
25,981
+13%
减持
ZTS
ZOETIS INC
-$101.7K
3,073
-0%
增持
SCHR
SCHWAB STRATEGIC TR
+$101.5K
53,021
+126%
减持
CPAY
CORPAY INC
+$100.8K
4,000
-0%
增持
ABT
ABBOTT LABS
+$97.8K
16,206
+6%
增持
PPG
PPG INDS INC
+$96.4K
2,628
+60%
增持
IWF
ISHARES TR
+$86.6K
1,774
+6%
增持
NEE
NEXTERA ENERGY INC
-$83.5K
7,619
+2%
增持
DE
DEERE & CO
+$83.2K
6,437
+2%
增持
CME
CME GROUP INC
+$83.0K
7,053
+0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$81.4K
69,935
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$56.3K
388,765
+1%
增持
CSCO
CISCO SYS INC
+$52.2K
5,497
+7%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$48.1K
9,944
+14%
增持
LLY
ELI LILLY & CO
+$47.6K
321
+42%
减持
MAR
MARRIOTT INTL INC NEW
+$46.5K
1,565
-0%
增持
PYPL
PAYPAL HLDGS INC
+$43.5K
4,167
+4%
增持
SBUX
STARBUCKS CORP
-$40.6K
9,445
+2%
增持
PEP
PEPSICO INC
-$39.6K
8,868
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$38.8K
19,637
+18%
增持
HD
HOME DEPOT INC
+$37.2K
6,827
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$37.1K
2,254
+15%
增持
KMB
KIMBERLY-CLARK CORP
+$36.8K
6,849
+13%
增持
MMM
3M CO
+$35.6K
3,946
+14%
减持
IAGG
ISHARES TR
-$33.9K
10,009
-3%
增持
MRK
MERCK & CO INC
-$32.6K
11,814
+11%
增持
COP
CONOCOPHILLIPS
-$29.2K
9,059
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$29.0K
1,654
+1%
增持
SCHD
SCHWAB STRATEGIC TR
-$24.3K
344,670
+209%
减持
GOOGL
ALPHABET INC
-$23.3K
5,946
-14%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.2K
556
+26%
减持
IJH
ISHARES TR
-$14.4K
6,065
-4%
减持
PM
PHILIP MORRIS INTL INC
-$12.0K
3,644
-2%
增持
IWD
ISHARES TR
+$10.2K
3,431
+4%
增持
TRV
TRAVELERS COMPANIES INC
+$10.1K
1,081
+1%
增持
IEI
ISHARES TR
-$8.1K
3,113
+1%
减持
MO
ALTRIA GROUP INC
+$7.2K
8,189
-1%
减持
COST
COSTCO WHSL CORP NEW
-$5.7K
344
-5%
减持
IWM
ISHARES TR
-$3.2K
1,275
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$2.9K
771
+15%
