Charles Schwab Trust Co Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$508.1M

Holdings

183

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (183 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$28.9M
FNDXSCHWAB STRATEGIC TR
$24.4M
FNDFSCHWAB STRATEGIC TR
$23.3M
SCHASCHWAB STRATEGIC TR
$21.2M
SCHPSCHWAB STRATEGIC TR
$19.6M
VCITVANGUARD SCOTTSDALE FDS
$19.1M
FNDESCHWAB STRATEGIC TR
$18.0M
VOOVANGUARD INDEX FDS
$17.5M
SCHFSCHWAB STRATEGIC TR
$16.3M
TN1TENNANT CO
$14.7M
FNDASCHWAB STRATEGIC TR
$13.7M
SCHDSCHWAB STRATEGIC TR
$10.3M
SCHHSCHWAB STRATEGIC TR
$10.2M
SCHESCHWAB STRATEGIC TR
$10.2M
FNDCSCHWAB STRATEGIC TR
$9.8M
SCHISCHWAB STRATEGIC TR
$9.7M
SPIBSPDR SER TR
$8.6M
PXFINVESCO EXCH TRADED FD TR II
$7.5M
VEAVANGUARD TAX-MANAGED INTL FD
$6.8M
VBVANGUARD INDEX FDS
$6.6M
VTIVANGUARD INDEX FDS
$6.6M
VMBSVANGUARD SCOTTSDALE FDS
$6.3M
PRFINVESCO EXCHANGE TRADED FD T
$6.2M
AAPLAPPLE INC
$6.1M
JNKSPDR SER TR
$5.9M
PRFZINVESCO EXCHANGE TRADED FD T
$5.9M
SCHCSCHWAB STRATEGIC TR
$5.9M
MSFTMICROSOFT CORP
$5.8M
IEMGISHARES INC
$4.4M
JPMJPMORGAN CHASE & CO
$4.3M
PFFISHARES TR
$4.3M
IAU*ISHARES GOLD TR
$4.2M
JNJJOHNSON & JOHNSON
$3.8M
SPTLSPDR SER TR
$3.8M
BKLNINVESCO EXCH TRADED FD TR II
$3.5M
HAUZDBX ETF TR
$3.1M
SPIPSPDR SER TR
$3.1M
PXHINVESCO EXCH TRADED FD TR II
$3.1M
HDHOME DEPOT INC
$3.0M
PDNINVESCO EXCH TRADED FD TR II
$2.9M
USRTISHARES TR
$2.7M
MDTMEDTRONIC PLC
$2.7M
DEDEERE & CO
$2.6M
VOVANGUARD INDEX FDS
$2.6M
MMM3M CO
$2.4M
VSSVANGUARD INTL EQUITY INDEX F
$2.3M
AGGISHARES TR
$2.3M
AMZNAMAZON COM INC
$2.2M
SCHRSCHWAB STRATEGIC TR
$2.2M
CVXCHEVRON CORP NEW
$2.0M
VEUVANGUARD INTL EQUITY INDEX F
$1.9M
NVDANVIDIA CORPORATION
$1.9M
PGPROCTER AND GAMBLE CO
$1.9M
IWFISHARES TR
$1.8M
SCHQSCHWAB STRATEGIC TR
$1.8M
SCHJSCHWAB STRATEGIC TR
$1.8M
UNHUNITEDHEALTH GROUP INC
$1.7M
PFEPFIZER INC
$1.7M
ABBVABBVIE INC
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
EPDENTERPRISE PRODS PARTNERS L
$1.6M
VNQIVANGUARD INTL EQUITY INDEX F
$1.6M
SCHZSCHWAB STRATEGIC TR
$1.5M
OKEONEOK INC NEW
$1.5M
BACVERIZON COMMUNICATIONS INC
$1.5M
IAGGISHARES TR
$1.5M
UNPUNION PAC CORP
$1.4M
EBNDSPDR SER TR
$1.4M
INTCINTEL CORP
$1.4M
4I1PHILIP MORRIS INTL INC
$1.3M
IWBISHARES TR
$1.3M
VWOVANGUARD INTL EQUITY INDEX F
$1.3M
XOMEXXON MOBIL CORP
$1.2M
PKGPACKAGING CORP AMER
$1.1M
PEPPEPSICO INC
$1.1M
ABTABBOTT LABS
$1.1M
BABOEING CO
$1.1M
FLT1EURFLEETCOR TECHNOLOGIES INC
$1.0M
AVGOBROADCOM INC
$1.0M
ORCLORACLE CORP
$1.0M
WMTWALMART INC
$998K
GOOGLALPHABET INC
$977K
MBBISHARES TR
$976K
XYZSQUARE INC
$975K
CSCOCISCO SYS INC
$945K
HUBBHUBBELL INC
$934K
BMYBRISTOL-MYERS SQUIBB CO
$921K
EMLCVANECK VECTORS ETF TR
$898K
CATCATERPILLAR INC
$887K
VTEBVANGUARD MUN BD FDS
$875K
BRK/BBERKSHIRE HATHAWAY INC DEL
$871K
GOOGALPHABET INC
$857K
MRKMERCK & CO INC
$797K
DYHTARGET CORP
$792K
MARMARRIOTT INTL INC NEW
$781K
SPYSPDR S&P 500 ETF TR
$776K
TFISPDR SER TR
$769K
CVSCVS HEALTH CORP
$757K
MPCMARATHON PETE CORP
$740K
ARKTARK ETF TR
$724K
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