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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 89
减持 47
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SCHX
SCHWAB STRATEGIC TR
+$14.5M
4,164,209
+7%
增持
FNDX
SCHWAB STRATEGIC TR
+$9.9M
3,052,058
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$9.7M
5,946,824
+6%
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
+$8.9M
189,605
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$8.6M
3,421,576
+6%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.8M
1,722,369
+7%
增持
AAPL
APPLE INC
+$7.0M
53,060
+67%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.5M
1,032,367
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
1,099,255
+3%
减持
EMR
EMERSON ELEC CO
-$4.7M
17,406
-67%
增持
ABBV
ABBVIE INC
+$4.4M
32,105
+93%
增持
IUSG
ISHARES TR
+$3.6M
250,547
+0%
增持
GOOG
ALPHABET INC
+$3.4M
19,479
+165%
增持
GOOGL
ALPHABET INC
+$3.3M
15,854
+435%
增持
AGG
ISHARES TR
+$3.2M
697,732
+4%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.2M
746,017
+7%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.0M
642,699
+5%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.3M
404,711
+7%
增持
SCHH
SCHWAB STRATEGIC TR
+$2.2M
1,276,521
+7%
增持
SCMB
SCHWAB STRATEGIC TR
+$2.1M
802,133
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
31,454
+16%
增持
ABT
ABBOTT LABS
+$2.0M
29,412
+110%
增持
FNDE
SCHWAB STRATEGIC TR
+$1.9M
386,894
+6%
增持
FNDA
SCHWAB STRATEGIC TR
+$1.9M
384,516
+9%
减持
IVV
ISHARES TR
+$1.8M
40,683
-1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.8M
655,599
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$1.7M
1,002,705
+7%
增持
AVGO
BROADCOM INC
+$1.5M
26,513
+1%
增持
MUB
ISHARES TR
+$1.4M
180,598
+6%
增持
VB
VANGUARD INDEX FDS
+$1.4M
77,383
+0%
增持
MSFT
MICROSOFT CORP
+$1.3M
21,808
+9%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$1.2M
374,907
-1%
增持
SDY
SPDR SERIES TRUST
+$1.1M
29,898
+32%
增持
SCYB
SCHWAB STRATEGIC TR
+$1.1M
420,880
+10%
增持
FNDC
SCHWAB STRATEGIC TR
+$1.0M
210,204
+6%
建仓
—
THOMSON REUTERS CORP
+$1.0M
6,720
增持
NVDA
NVIDIA CORPORATION
+$1.0M
23,605
+10%
增持
SCHI
SCHWAB STRATEGIC TR
+$994.3K
467,551
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$930.4K
183,795
+1%
减持
IAU
ISHARES GOLD TR
-$906.7K
2,754
-84%
清仓
GVI
ISHARES TR
-$858.4K
0
-100%
减持
USRT
ISHARES TR
+$833.4K
425,024
-0%
增持
QQQ
INVESCO QQQ TR
+$803.4K
5,222
+24%
增持
SPY
SPDR S&P 500 ETF TR
+$678.8K
4,545
+20%
增持
SCZ
ISHARES TR
+$649.4K
119,391
+2%
减持
SO
SOUTHERN CO
-$642.7K
4,112
-63%
增持
JNJ
JOHNSON & JOHNSON
+$608.9K
15,791
+4%
减持
BA
BOEING CO
-$587.3K
1,572
-64%
增持
CAT
CATERPILLAR INC
+$574.4K
6,106
+1%
增持
LLY
ELI LILLY & CO
+$567.7K
1,252
+151%
建仓
IGSB
ISHARES TR
+$525.7K
9,914
增持
ORCL
ORACLE CORP
+$515.0K
6,805
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$467.5K
244,237
+7%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$454.3K
117,511
-2%
建仓
—
MEDTRONIC PLC
+$437.2K
4,591
建仓
NRG
NRG ENERGY INC
+$431.6K
2,665
增持
HD
HOME DEPOT INC
+$428.0K
5,092
+14%
减持
—
EXXON MOBIL CORP
-$391.7K
27,723
-15%
增持
PFF
ISHARES TR
+$387.6K
41,750
+37%
增持
SUB
ISHARES TR
+$385.4K
32,834
+12%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$384.2K
0
-100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$378.0K
381,585
+2%
减持
OKE
ONEOK INC NEW
-$363.3K
34,521
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$349.3K
403,723
+0%
清仓
IWY
ISHARES TR
-$345.6K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$327.8K
0
-100%
减持
IEMG
ISHARES INC
+$325.6K
64,986
-1%
减持
COST
COSTCO WHSL CORP NEW
-$315.6K
289
-51%
增持
SCHY
SCHWAB STRATEGIC TR
+$314.0K
294,245
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$306.1K
2,548
+114%
建仓
T
AT&T INC
+$285.7K
10,117
增持
WMT
WALMART INC
+$276.0K
22,388
+8%
建仓
IVE
ISHARES TR
+$272.8K
1,321
清仓
NOC
NORTHROP GRUMMAN CORP
-$264.5K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$264.0K
21,549
+0%
建仓
LOW
LOWES COS INC
+$257.3K
1,024
增持
SCHQ
SCHWAB STRATEGIC TR
+$246.5K
67,842
+11%
增持
AMZN
AMAZON COM INC
+$224.4K
9,684
+12%
增持
IWF
ISHARES TR
+$221.9K
945
+82%
减持
IEFA
ISHARES TR
-$220.6K
79,358
-7%
建仓
APH
AMPHENOL CORP NEW
+$218.5K
1,766
减持
KO
COCA COLA CO
-$218.2K
3,052
-49%
减持
IJR
ISHARES TR
+$216.4K
26,856
-1%
增持
MO
ALTRIA GROUP INC
+$211.9K
8,760
+40%
增持
IVW
ISHARES TR
+$205.3K
3,562
+75%
建仓
—
EATON CORP PLC
+$204.7K
547
减持
MLPA
GLOBAL X FDS
-$203.3K
29,621
-9%
增持
SPIP
SPDR SERIES TRUST
+$202.0K
34,538
+27%
增持
QCOM
QUALCOMM INC
+$197.8K
5,432
+23%
减持
VYMI
VANGUARD WHITEHALL FDS
-$197.8K
3,815
-41%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$196.3K
113,834
+9%
减持
CPAY
CORPAY INC
-$177.7K
4,000
-0%
减持
BND
VANGUARD BD INDEX FDS
-$159.5K
479,802
-1%
增持
MS
MORGAN STANLEY
+$153.1K
7,807
+1%
减持
DUK
DUKE ENERGY CORP NEW
-$138.2K
3,212
-29%
减持
VO
VANGUARD INDEX FDS
+$131.6K
13,286
-1%
减持
PXH
INVESCO EXCH TRADED FD TR II
+$128.6K
77,514
-2%
增持
PFE
PFIZER INC
+$127.0K
13,400
+51%
减持
BAC
BANK AMERICA CORP
-$121.1K
8,280
-29%
减持
IWR
ISHARES TR
+$118.8K
37,543
-2%
增持
AMGN
AMGEN INC
+$113.3K
1,571
+33%
减持
PGX
INVESCO EXCH TRADED FD TR II
+$109.1K
244,161
-0%
增持
CSCO
CISCO SYS INC
+$109.1K
8,192
+26%
减持
TIP
ISHARES TR
-$108.9K
79,394
-2%
增持
SCHR
SCHWAB STRATEGIC TR
+$99.6K
76,993
+5%
增持
MA
MASTERCARD INCORPORATED
+$97.6K
4,555
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$96.1K
3,356
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$90.5K
3,903
+1%
增持
PH
PARKER-HANNIFIN CORP
+$90.1K
1,405
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$85.1K
17,211
-11%
增持
VNQ
VANGUARD INDEX FDS
+$84.7K
6,417
+14%
增持
IAGG
ISHARES TR
+$83.7K
12,760
+14%
增持
MRK
MERCK & CO INC
+$72.8K
8,840
+5%
增持
PEP
PEPSICO INC
+$71.6K
6,919
+1%
增持
IWD
ISHARES TR
+$68.6K
1,439
+25%
增持
CVS
CVS HEALTH CORP
+$68.0K
6,534
+6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$63.9K
67,018
+2%
减持
CSX
CSX CORP
+$56.8K
19,737
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$56.3K
14,204
+8%
减持
PDN
INVESCO EXCH TRADED FD TR II
+$53.2K
30,313
-1%
增持
EFA
ISHARES TR
+$51.1K
7,043
+4%
减持
HON
HONEYWELL INTL INC
-$50.2K
1,724
-3%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$48.8K
6,498
+7%
增持
RTX
RTX CORPORATION
+$46.9K
1,789
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$45.2K
713
+6%
减持
TLH
ISHARES TR
-$43.0K
3,332
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$41.4K
648
-4%
增持
PG
PROCTER AND GAMBLE CO
-$39.8K
9,291
+1%
增持
PM
PHILIP MORRIS INTL INC
-$38.3K
2,644
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.6K
3,262
+0%
增持
SBUX
STARBUCKS CORP
-$33.4K
7,361
+3%
减持
BLK
BLACKROCK INC
+$29.7K
408
-4%
减持
IWM
ISHARES TR
+$22.0K
1,460
-5%
减持
VTI
VANGUARD INDEX FDS
+$21.6K
4,652
-6%
增持
BDX
BECTON DICKINSON & CO
+$21.5K
1,265
+1%
增持
IJH
ISHARES TR
+$19.8K
4,774
+1%
减持
IGIB
ISHARES TR
+$19.5K
31,703
-0%
增持
V
VISA INC
-$19.2K
2,233
+1%
减持
COP
CONOCOPHILLIPS
-$17.7K
6,758
-8%
减持
META
META PLATFORMS INC
-$15.6K
631
-3%
减持
USHY
ISHARES TR
+$15.0K
97,511
-0%
增持
SCHJ
SCHWAB STRATEGIC TR
+$10.1K
17,993
+2%
减持
AXP
AMERICAN EXPRESS CO
+$9.6K
993
-1%
减持
SPMD
SPDR SERIES TRUST
+$8.8K
41,854
-5%
增持
SHY
ISHARES TR
+$3.3K
4,681
+1%
减持
GE
GE AEROSPACE
+$3.1K
758
-13%
减持
ITOT
ISHARES TR
+$2.9K
1,600
-6%
减持
MCD
MCDONALDS CORP
+$2.4K
1,454
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.1K
4,906
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.0K
6,510
-0%
