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Charles Schwab Trust Co 13F Portfolio

	Fund	Portfolio Manager	Performance 25Q1	AUM	# of Holdings	Performance Rank	Allocation
	Charles Schwab Trust Co	Charles Schwab Trust Co	-0.06%	$1194058000	166

Top Holdings Performance History

Charles Schwab Trust Co Holdings Map

Top 50 Charles Schwab Trust Co Holdings

Trade Value: Δ in % of Portf:

% of Portfolio:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Sector	Date

Largest Stock Buys since Q1 2025:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Largest Stock Sells since Q1 2025:

Stock	Company Name	% of Portfolio	Δ % of Portf	Shares Owned	Calls/Puts	Value Owned	Trade Value	Latest Activity	Ownership Hist	Net Ownership Hist	Average Buy Price	Price History	Date

Portfolio Structure

Sector Allocation over time

Charles Schwab Trust Co Performance History

Performance Metric	3-Year Annualized Return	3-Year Cumulative Return	Compared to other Funds

Performance vs S&P500

Performance compared to other Funds

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