Charles Schwab Trust Co Q3 2021 Filing

Filed October 8, 2021

Portfolio Value

$508.6M

Holdings

173

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (173 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$29.7M
FNDXSCHWAB STRATEGIC TR
$24.4M
FNDFSCHWAB STRATEGIC TR
$23.2M
SCHPSCHWAB STRATEGIC TR
$21.2M
SCHASCHWAB STRATEGIC TR
$20.3M
VCITVANGUARD SCOTTSDALE FDS
$19.9M
FNDESCHWAB STRATEGIC TR
$18.5M
VOOVANGUARD INDEX FDS
$18.3M
SCHFSCHWAB STRATEGIC TR
$16.3M
TN1TENNANT CO
$13.6M
FNDASCHWAB STRATEGIC TR
$13.4M
FNDCSCHWAB STRATEGIC TR
$10.2M
SCHESCHWAB STRATEGIC TR
$9.8M
SCHHSCHWAB STRATEGIC TR
$9.6M
SCHDSCHWAB STRATEGIC TR
$9.1M
SCHISCHWAB STRATEGIC TR
$8.8M
SPIBSPDR SER TR
$8.3M
VBVANGUARD INDEX FDS
$7.8M
PXFINVESCO EXCH TRADED FD TR II
$7.7M
VMBSVANGUARD SCOTTSDALE FDS
$7.2M
PRFINVESCO EXCHANGE TRADED FD T
$6.8M
AAPLAPPLE INC
$6.7M
VEAVANGUARD TAX-MANAGED INTL FD
$6.6M
MSFTMICROSOFT CORP
$6.5M
PRFZINVESCO EXCHANGE TRADED FD T
$6.5M
SCHCSCHWAB STRATEGIC TR
$6.4M
VTIVANGUARD INDEX FDS
$6.1M
JNKSPDR SER TR
$5.5M
IEMGISHARES INC
$4.8M
IAU*ISHARES GOLD TR
$4.6M
JPMJPMORGAN CHASE & CO
$4.6M
PFFISHARES TR
$3.9M
JNJJOHNSON & JOHNSON
$3.8M
PXHINVESCO EXCH TRADED FD TR II
$3.6M
HAUZDBX ETF TR
$3.4M
SPTLSPDR SER TR
$3.3M
BKLNINVESCO EXCH TRADED FD TR II
$3.2M
HDHOME DEPOT INC
$3.1M
SPIPSPDR SER TR
$2.9M
PDNINVESCO EXCH TRADED FD TR II
$2.9M
MDTMEDTRONIC PLC
$2.7M
VOVANGUARD INDEX FDS
$2.6M
USRTISHARES TR
$2.6M
DEDEERE & CO
$2.5M
AMZNAMAZON COM INC
$2.5M
AGGISHARES TR
$2.4M
VSSVANGUARD INTL EQUITY INDEX F
$2.2M
SCHRSCHWAB STRATEGIC TR
$2.2M
MMM3M CO
$2.1M
NVDANVIDIA CORPORATION
$2.1M
VEUVANGUARD INTL EQUITY INDEX F
$1.9M
UNHUNITEDHEALTH GROUP INC
$1.8M
IWFISHARES TR
$1.8M
SCHQSCHWAB STRATEGIC TR
$1.7M
SCHJSCHWAB STRATEGIC TR
$1.7M
CVXCHEVRON CORP NEW
$1.7M
PGPROCTER AND GAMBLE CO
$1.7M
ABBVABBVIE INC
$1.6M
OKEONEOK INC NEW
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
IWBISHARES TR
$1.6M
IVVISHARES TR
$1.6M
BACVERIZON COMMUNICATIONS INC
$1.5M
VNQIVANGUARD INTL EQUITY INDEX F
$1.5M
SCHZSCHWAB STRATEGIC TR
$1.4M
EBNDSPDR SER TR
$1.4M
PFEPFIZER INC
$1.4M
EPDENTERPRISE PRODS PARTNERS L
$1.4M
EFAISHARES TR
$1.4M
GOOGLALPHABET INC
$1.4M
IAGGISHARES TR
$1.4M
4I1PHILIP MORRIS INTL INC
$1.3M
INTCINTEL CORP
$1.3M
UNPUNION PAC CORP
$1.3M
VWOVANGUARD INTL EQUITY INDEX F
$1.2M
PEPPEPSICO INC
$1.2M
ORCLORACLE CORP
$1.2M
PKGPACKAGING CORP AMER
$1.2M
MBBISHARES TR
$1.2M
ABTABBOTT LABS
$1.1M
FLT1EURFLEETCOR TECHNOLOGIES INC
$1.1M
CSCOCISCO SYS INC
$1.0M
AVGOBROADCOM INC
$1.0M
BABOEING CO
$1.0M
GOOGALPHABET INC
$991K
BRK/BBERKSHIRE HATHAWAY INC DEL
$984K
XYZSQUARE INC
$959K
HUBBHUBBELL INC
$903K
WMTWALMART INC
$896K
VTEBVANGUARD MUN BD FDS
$892K
DBEFDBX ETF TR
$886K
EMLCVANECK ETF TRUST
$854K
MARMARRIOTT INTL INC NEW
$847K
SPYSPDR S&P 500 ETF TR
$836K
BMYBRISTOL-MYERS SQUIBB CO
$833K
IWMISHARES TR
$824K
XOMEXXON MOBIL CORP
$810K
METAFACEBOOK INC
$803K
CVSCVS HEALTH CORP
$795K
CATCATERPILLAR INC
$782K
Page 1 of 2Next