Charles Schwab Trust Co Q3 2025 Filing

Filed October 10, 2025

Portfolio Value

$1.5T

Holdings

177

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (177 positions)

StockValue
CSXCSX CORP
$701K
EFAISHARES TR
$658K
IEIISHARES TR
$656K
IAGGISHARES TR
$654K
VEUVANGUARD INTL EQUITY INDEX F
$642K
COPCONOCOPHILLIPS
$639K
BACVERIZON COMMUNICATIONS INC
$624K
SBUXSTARBUCKS CORP
$623K
MMM3M CO
$597K
VNQVANGUARD INDEX FDS
$587K
MOALTRIA GROUP INC
$579K
CLCOLGATE PALMOLIVE CO
$576K
CSCOCISCO SYS INC
$561K
VIGVANGUARD SPECIALIZED FUNDS
$550K
EDCONSOLIDATED EDISON INC
$533K
IGSBISHARES TR
$526K
VGKVANGUARD INTL EQUITY INDEX F
$519K
ADPAUTOMATIC DATA PROCESSING IN
$512K
NEENEXTERA ENERGY INC
$503K
MCKMCKESSON CORP
$493K
CVSCVS HEALTH CORP
$493K
UNPUNION PAC CORP
$485K
BLKBLACKROCK INC
$476K
METAMETA PLATFORMS INC
$463K
CWBSPDR SERIES TRUST
$462K
RMERESMED INC
$451K
SCHJSCHWAB STRATEGIC TR
$449K
AMGNAMGEN INC
$443K
IWFISHARES TR
$443K
MCDMCDONALDS CORP
$442K
VXUSVANGUARD STAR FDS
$441K
MDTMEDTRONIC PLC
$437K
NRANRG ENERGY INC
$432K
IVWISHARES TR
$430K
4I1PHILIP MORRIS INTL INC
$429K
BACBANK AMERICA CORP
$427K
MARMARRIOTT INTL INC NEW
$402K
DUKDUKE ENERGY CORP NEW
$397K
SOSOUTHERN CO
$390K
SHYISHARES TR
$388K
HONHONEYWELL INTL INC
$363K
LMTLOCKHEED MARTIN CORP
$356K
IWMISHARES TR
$353K
SYYSYSCO CORP
$346K
TLHISHARES TR
$343K
PFEPFIZER INC
$341K
BABOEING CO
$339K
AXPAMERICAN EXPRESS CO
$330K
VYMIVANGUARD WHITEHALL FDS
$323K
VYMVANGUARD WHITEHALL FDS
$323K
BNDXVANGUARD CHARLOTTE FDS
$322K
TMOTHERMO FISHER SCIENTIFIC INC
$314K
IJHISHARES TR
$312K
RTXRTX CORPORATION
$299K
TRVTRAVELERS COMPANIES INC
$298K
VUGVANGUARD INDEX FDS
$298K
IWDISHARES TR
$293K
AEPAMERICAN ELEC PWR CO INC
$291K
TAT&T INC
$286K
PPGPPG INDS INC
$276K
EEMISHARES TR
$274K
IVEISHARES TR
$273K
COSTCOSTCO WHSL CORP NEW
$268K
LOWLOWES COS INC
$257K
CITCINTAS CORP
$246K
TXNTEXAS INSTRS INC
$241K
BDXBECTON DICKINSON & CO
$237K
ITOTISHARES TR
$233K
GEGE AEROSPACE
$228K
AMTAMERICAN TOWER CORP NEW
$223K
BMYBRISTOL-MYERS SQUIBB CO
$221K
SCHMSCHWAB STRATEGIC TR
$220K
APHAMPHENOL CORP NEW
$219K
CQPCHENIERE ENERGY PARTNERS LP
$215K
ETNEATON CORP PLC
$205K
KOCOCA COLA CO
$202K
IAU*ISHARES GOLD TR
$200K
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