Charles Schwab Trust Co

Name: Charles Schwab Trust Co 13F holdings, Q2 2024
Creator: Charles Schwab Trust Co
Published: 2024-07-18

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 18, 2024), Charles Schwab Trust Co reported 151 stock positions worth $1.1 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 8.1%) and Schwab US Large-Cap ETF (SCHX, 6.7%). Compared with Q1 2024, it opened 8 new positions, sold out of 11, added to 82 and reduced 44. The biggest buy was Schwab US Aggregate Bond ETF (SCHZ, shares +10%) and the biggest sale Tennant (TNC, shares −0%).

Most Recent 13F: Q2 2026
Location: HENDERSON, NV
CIK: 0001789219
Portfolio Value: $1.1B (Q2 2024)
SEC Filing: 0001085146-24-003078 ↗ filed Jul 18, 2024

Holdings Value

Holdings 151 stocks · $1.1B


AGG iShares Core U.S. Aggregate	11.25%	1,252,532	$121.6M	Add +2.9%
VOO Vanguard S&P 500 ETF	8.10%	174,921	$87.5M	Add +0.5%
SCHX Schwab US Large-Cap ETF	6.65%	1,118,926	$71.9M	Reduce -1.2%
SCHZ Schwab US Aggregate Bond ETF	6.52%	1,547,032	$70.5M	Add +9.8%
FNDX Schwab Fndmntl US LRG Co. ETF	5.27%	850,967	$57.0M	Reduce -0.0%
SCHF Schwab Intl Equity ETF	5.08%	1,429,587	$54.9M	Add +1.4%
VEA Vanguard Ftse Developed ETF	4.03%	880,451	$43.5M	Add +3.8%
IUSG iShares Core S&P U.S. Growth	2.97%	252,162	$32.1M	Reduce -6.3%
SCHG Schwab US Large-Cap Growth	2.92%	312,783	$31.5M	Reduce -4.5%
FNDF Schwab Fndmn Intl LRG Co. ETF	2.71%	836,232	$29.3M	Add +2.4%
USRT iShares Core US REIT ETF	2.31%	466,038	$25.0M	Add +3.1%
VGSH Vanguard Short-Term Treasury	2.30%	428,497	$24.8M	Add +1.5%
IVV iShares Core S&P 500 ETF	2.26%	44,700	$24.5M	Reduce -7.7%
SCHH Schwab US REIT ETF	1.95%	1,055,839	$21.1M	Add +6.1%
PRF Invesco Rafi US 1000 ETF	1.70%	484,685	$18.4M	Add +2.6%
TNC Tennant Co.	1.67%	183,568	$18.1M	Reduce -0.3%
SCHO Schwab Short-Term US Treas	1.46%	328,664	$15.8M	Add +10.0%
PXF Invesco Rafi Developed Marke	1.37%	304,256	$14.8M	Add +0.2%
BND Vanguard Total Bond Market	1.36%	203,755	$14.7M	Reduce -2.1%
SCMB Schwab Municipal Bond ETF	1.28%	270,020	$13.9M	Reduce -2.6%
SCHA Schwab US Small-Cap ETF	1.28%	291,131	$13.8M	Add +3.2%
VB Vanguard Most SM-Cap ETF-Usd	1.18%	58,725	$12.8M	Add +2.3%
TIP iShares Tips Bond ETF	1.14%	115,245	$12.3M	Add +1.0%
SCHE Schwab Emrg Mrkts Eqty ETF	1.13%	458,561	$12.2M	Add +3.4%
SCHC Schwab Intl Small-Cap Equity	0.96%	292,669	$10.4M	Add +4.9%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.88%	322,273	$9.5M	Add +2.7%
FNDA Schwab Fndmntl US SM Co. ETF	0.88%	172,439	$9.5M	Add +2.3%
MSFT Microsoft Corp.	0.82%	19,804	$8.9M	Add +46.0%
SCHD Schwab US DVD Equity ETF	0.80%	111,042	$8.6M	Add +2.6%
IEFA iShares Core MSCI Eafe ETF	0.70%	104,325	$7.6M	Reduce -2.1%
VWO Vanguard Ftse Emerging Marke	0.67%	166,431	$7.3M	Add +2.7%
SCZ iShares MSCI Eafe Small-Cap	0.66%	116,078	$7.2M	Reduce -1.0%
VCIT Vanguard Int-Term Corporate	0.59%	80,064	$6.4M	Add +42.6%
SCHI Schwab 5-10 Year Corporate B	0.58%	142,459	$6.3M	Reduce -19.8%
FNDC Schwab Fndmnt Intl SM Eq ETF	0.55%	172,094	$6.0M	Add +5.3%
AAPL Apple Inc.	0.49%	25,074	$5.3M	Add +4.5%
MUB iShares National Muni Bond E	0.48%	48,349	$5.2M	Add +39.9%
JPM JPMorgan Chase & Co.	0.45%	24,204	$4.9M	Add +4.8%
JNK SS SPDR BB High Yield Bond	0.44%	50,099	$4.7M	Reduce -0.9%
SCHY Schwab International DVD ETF	0.39%	177,382	$4.2M	Reduce -1.3%
AVGO Broadcom Inc.	0.38%	2,528	$4.1M	Add +4.2%
ABBV Abbvie Inc.	0.34%	21,415	$3.7M	Add +4.0%
CVX Chevron Corp.	0.33%	22,904	$3.6M	Reduce -1.0%
MA Mastercard Inc. Class A	0.32%	7,799	$3.4M	Add +1.8%
PG The Procter & Gamble Co.	0.31%	20,435	$3.4M	Add +6.3%
IJR iShares Core S&P Small-Cap E	0.28%	28,752	$3.1M	Add +43.7%
IWR iShares Russell Mid-Cap ETF	0.28%	37,393	$3.0M	Add +407.2%
PRFZ Inv Rafi US 1500 SM-Usd Inc.	0.28%	79,047	$3.0M	Add +4.2%
BKLN Invesco Senior Loan ETF	0.27%	138,086	$2.9M	Reduce -0.9%
PFF iShares Preferred & Income S	0.27%	91,541	$2.9M	Reduce -2.3%
OKE Oneok Inc.	0.26%	34,654	$2.8M	Add +0.4%
DE Deere & Co.	0.26%	7,541	$2.8M	Add +0.6%
JNJ Johnson & Johnson	0.26%	18,856	$2.8M	Reduce -3.1%
XOM Exxon Mobil Corp.	0.25%	23,493	$2.7M	Add +13.2%
NVDA Nvidia Corp.	0.24%	21,070	$2.6M	Add +60.6%
PGX Invesco Preferred ETF	0.24%	222,445	$2.6M	Add +1.2%
HD Home Depot Inc.	0.24%	7,443	$2.6M	Reduce -6.3%
SCHP Schwab U.S. Tips ETF	0.23%	47,555	$2.5M	Add +27.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.21%	13,093	$2.3M	Add +638.5%
AMZN Amazon.com Inc.	0.20%	11,176	$2.2M	Add +15.6%
HUBB Hubbell Inc.	0.19%	5,700	$2.1M	No change
SDY SS SPDR S&P Dividend ETF	0.18%	15,700	$2.0M	Reduce -2.1%
CAT Caterpillar Inc.	0.18%	5,896	$2.0M	Add +1.3%
EPD Enterprise Products Partners	0.18%	65,718	$1.9M	Reduce -6.0%
SUB iShares Short-Term National	0.17%	17,341	$1.8M	Reduce -3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.16%	7,362	$1.8M	Reduce -6.9%
MRK Merck & Co. Inc.	0.16%	13,932	$1.7M	Add +7.5%
PEP Pepsico Inc.	0.15%	10,149	$1.7M	Add +6.4%
ABT Abbott Laboratories	0.15%	15,877	$1.6M	Reduce -6.7%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.15%	78,249	$1.6M	Reduce -2.6%
PKG Packaging Corp. of America	0.14%	8,243	$1.5M	No change
SCHQ Schwab Long-Term US Treasury	0.14%	45,531	$1.5M	Reduce -27.4%
CME Cme Group Inc.	0.13%	7,047	$1.4M	Add +0.7%
SCHJ Schwab 1-5 YR Corp. BND ETF	0.13%	28,650	$1.4M	Reduce -0.7%
WMT Walmart Inc.	0.12%	19,027	$1.3M	Reduce -11.7%
USHY iShares Broad Usd High Yield	0.12%	35,138	$1.3M	Reduce -0.6%
ORCL Oracle Corp.	0.11%	8,793	$1.2M	Add +0.1%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.11%	45,133	$1.2M	Add +91.6%
V Visa Inc. Class A	0.11%	4,616	$1.2M	Add +7.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.11%	2,163	$1.2M	Reduce -4.1%
IEMG iShares Core MSCI Emerging	0.10%	20,765	$1.1M	Reduce -9.8%
VEU Vanguard Ftse All-World Ex-U	0.10%	18,600	$1.1M	Add +36.8%
CPAY Corpay Inc.	0.10%	4,000	$1.1M	No change
COP Conocophillips	0.10%	9,311	$1.1M	Add +1.3%
SCHR Schwab Intermediate-Term US	0.10%	21,679	$1.1M	Add +25.4%
PDN Inv Rafi Dev MKT US SM-Usdin	0.10%	32,675	$1.1M	Reduce -0.4%
COST Costco Wholesale Corp.	0.09%	1,123	$955K	Add +10.9%
PH Parker Hannifin Corp.	0.08%	1,784	$902K	Add +15.5%
QQQ Invesco QQQ Trust Series 1	0.08%	1,855	$889K	Add +4.7%
GOOGL Alphabet Inc. Class A	0.08%	4,815	$877K	Add +28.9%
VZ Verizon Communications Inc.	0.08%	20,853	$860K	Add +12.1%
BRK.B Berkshire Hathaway Inc. Class B	0.08%	2,077	$845K	New
KMB Kimberly-Clark Corp.	0.08%	6,049	$836K	Add +0.8%
VCSH Vanguard S/T Corp. Bond ETF	0.07%	10,107	$781K	Reduce -0.7%
GOOG Alphabet Inc. Class C	0.07%	4,207	$772K	Add +45.1%
IVE iShares S&P 500 Value ETF	0.07%	4,113	$749K	No change
BA The Boeing Co.	0.07%	3,999	$728K	Add +1.2%
SBUX Starbucks Corp.	0.07%	9,340	$727K	Add +2.2%
TSM Taiwan Semiconductor-SP ADR	0.07%	4,114	$715K	No change
MS Morgan Stanley	0.07%	7,280	$708K	Add +2.7%
IWF iShares Russell 1000 Growth	0.06%	1,667	$608K	Reduce -2.3%
UNH Unitedhealth Group Inc.	0.06%	1,170	$596K	Reduce -4.7%
IWD iShares Russell 1000 Value E	0.05%	3,293	$575K	No change
NEE Nextera Energy Inc.	0.05%	7,949	$563K	Add +39.0%
AXP American Express Co.	0.05%	2,379	$551K	Add +1.0%
UNP Union Pacific Corp.	0.05%	2,433	$550K	Add +4.3%
CL Colgate-Palmolive Co.	0.05%	5,619	$545K	Add +2.2%
AMGN Amgen Inc.	0.05%	1,729	$540K	Add +21.4%
XLK SS Technology Select Sector	0.05%	2,383	$539K	New
DVY iShares Select Dividend ETF	0.05%	4,428	$536K	Reduce -16.7%
ZTS Zoetis Inc.	0.05%	3,088	$535K	Add +2.4%
MCD McDonald's Corp.	0.05%	2,039	$520K	Add +24.1%
CVS CVS Health Corp.	0.05%	8,763	$518K	Add +1.0%
IAGG iShares Intl Aggregate Bond	0.05%	10,200	$509K	Reduce -0.4%
ADP Automatic Data Processing	0.04%	2,011	$480K	Reduce -0.5%
BNDX Vanguard Total Intl Bond ETF	0.04%	9,404	$458K	Reduce -0.8%
MMM 3M Co.	0.04%	4,282	$438K	No change
PM Philip Morris International	0.04%	4,119	$417K	Reduce -2.8%
CWB SS SPDR BB Conv Sec ETF	0.04%	5,699	$411K	No change
T AT&T Inc.	0.04%	20,599	$394K	Add +24.1%
VONG Vanguard Russell 1000 Growth	0.04%	4,101	$385K	No change
MAR Marriott International Class A	0.04%	1,565	$378K	Add +5.3%
IEI iShares 3-7 Year Treasury Bo	0.03%	3,244	$375K	Reduce -3.5%
IJH iShares Core S&P Midcap ETF	0.03%	6,295	$368K	Reduce -0.4%
SO The Southern Co.	0.03%	4,659	$361K	Reduce -22.4%
CSCO Cisco Systems Inc.	0.03%	7,592	$361K	Add +2.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.03%	8,955	$356K	Add +6.8%
INTC Intel Corp.	0.03%	11,142	$345K	Add +40.2%
META Meta Platforms Inc. Class A	0.03%	677	$341K	New
EFA iShares MSCI Eafe ETF	0.03%	4,300	$337K	No change
ETR Entergy Corp.	0.03%	2,882	$308K	New
MO Altria Group Inc.	0.03%	6,656	$303K	Add +11.6%
ETN Eaton Corp. PLC	0.03%	958	$300K	Add +9.0%
VIG Vanguard Dividend Apprec ETF	0.03%	1,523	$278K	Add +7.7%
SYY Sysco Corp.	0.03%	3,800	$271K	No change
XLE SS Energy Select Sector	0.02%	2,908	$265K	No change
LLY Eli Lilly & Co.	0.02%	289	$262K	New
GE General Electric filed as GE AEROSPACE	0.02%	1,613	$256K	New
BDX Becton Dickinson and Co.	0.02%	1,084	$253K	Add +3.2%
TMO Thermo Fisher Scientific Inc.	0.02%	443	$245K	Add +17.2%
PYPL PayPal Holdings Inc.	0.02%	4,000	$232K	No change
ITOT iShares Core S&P Total U.S.	0.02%	1,943	$231K	No change
AMT American Tower Corp.	0.02%	1,157	$225K	Add +10.2%
MDLZ Mondelez International Inc. Class A	0.02%	3,350	$219K	New
EEM iShares MSCI Emerging Market	0.02%	5,127	$218K	New
TRV The Travelers Cos Inc.	0.02%	1,069	$217K	Add +6.9%
QDF NT Qual Div ETF	0.02%	3,250	$216K	No change
PPG PPG Industries Inc.	0.02%	1,664	$209K	Reduce -4.0%
DUK Duke Energy Corp.	0.02%	2,060	$206K	Reduce -7.7%
DNP DNP Select Income Fund Inc.	0.02%	25,000	$206K	No change
CLM Cornerstone Strategic Invest	0.02%	21,519	$166K	No change

Portfolio Sells Q1 2024 → Q2 2024


TNC Tennant Co.	Reduce -0.3%	1.67%	−0.45
AOA iShares Core 80/20 Aggressiv	Sold out	0.00%	−0.26
SCHI Schwab 5-10 Year Corporate B	Reduce -19.8%	0.58%	−0.17
FNDX Schwab Fndmntl US LRG Co. ETF	Reduce -0.0%	5.27%	−0.16
IVV iShares Core S&P 500 ETF	Reduce -7.7%	2.26%	−0.15
AOK iShares Core 30/70 Conservat	Sold out	0.00%	−0.10
SCMB Schwab Municipal Bond ETF	Reduce -2.6%	1.28%	−0.08
BND Vanguard Total Bond Market	Reduce -2.1%	1.36%	−0.07
SCHQ Schwab Long-Term US Treasury	Reduce -27.4%	0.14%	−0.06
ZION Zions Bancorp NA	Sold out	0.00%	−0.05
VTEB Vanguard Tax-Exempt Bond ETF	Sold out	0.00%	−0.05
HD Home Depot Inc.	Reduce -6.3%	0.24%	−0.05
IEFA iShares Core MSCI Eafe ETF	Reduce -2.1%	0.70%	−0.05
SCZ iShares MSCI Eafe Small-Cap	Reduce -1.0%	0.66%	−0.04
USB US Bancorp	Sold out	0.00%	−0.04
JNJ Johnson & Johnson	Reduce -3.1%	0.26%	−0.04
WFC Wells Fargo & Co.	Sold out	0.00%	−0.04
ABT Abbott Laboratories	Reduce -6.7%	0.15%	−0.03
SCHY Schwab International DVD ETF	Reduce -1.3%	0.39%	−0.03
PFE Pfizer Inc.	Sold out	0.00%	−0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -6.9%	0.16%	−0.02
EMR Emerson Electric Co.	Sold out	0.00%	−0.02
XLV SS Health Care Select Sector	Sold out	0.00%	−0.02
MDY State Street SPDR S&P Midcap	Sold out	0.00%	−0.02
UPS United Parcel Service Class B	Sold out	0.00%	−0.02
JNK SS SPDR BB High Yield Bond	Reduce -0.9%	0.44%	−0.02
PFF iShares Preferred & Income S	Reduce -2.3%	0.27%	−0.02
EPD Enterprise Products Partners	Reduce -6.0%	0.18%	−0.02
SDY SS SPDR S&P Dividend ETF	Reduce -2.1%	0.18%	−0.01
CVX Chevron Corp.	Reduce -1.0%	0.33%	−0.01
DVY iShares Select Dividend ETF	Reduce -16.7%	0.05%	−0.01
IUSG iShares Core S&P U.S. Growth	Reduce -6.3%	2.97%	−0.01
SUB iShares Short-Term National	Reduce -3.5%	0.17%	−0.01
BKLN Invesco Senior Loan ETF	Reduce -0.9%	0.27%	−0.01
IEMG iShares Core MSCI Emerging	Reduce -9.8%	0.10%	−0.01
SO The Southern Co.	Reduce -22.4%	0.03%	−0.01
USHY iShares Broad Usd High Yield	Reduce -0.6%	0.12%	−0.00
PDN Inv Rafi Dev MKT US SM-Usdin	Reduce -0.4%	0.10%	−0.00
PPG PPG Industries Inc.	Reduce -4.0%	0.02%	−0.00
SCHJ Schwab 1-5 YR Corp. BND ETF	Reduce -0.7%	0.13%	−0.00
WMT Walmart Inc.	Reduce -11.7%	0.12%	−0.00
ADP Automatic Data Processing	Reduce -0.5%	0.04%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -4.1%	0.11%	−0.00
SCHX Schwab US Large-Cap ETF	Reduce -1.2%	6.65%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -0.4%	0.03%	−0.00
UNH Unitedhealth Group Inc.	Reduce -4.7%	0.06%	−0.00
IEI iShares 3-7 Year Treasury Bo	Reduce -3.5%	0.03%	−0.00
VCSH Vanguard S/T Corp. Bond ETF	Reduce -0.7%	0.07%	−0.00
BNDX Vanguard Total Intl Bond ETF	Reduce -0.8%	0.04%	−0.00
PXH Inves Rafi Emer MRKT-Usd Inc.	Reduce -2.6%	0.15%	−0.00

Portfolio Buys Q1 2024 → Q2 2024


SCHZ Schwab US Aggregate Bond ETF	Add +9.8%	6.52%	+0.39
MSFT Microsoft Corp.	Add +46.0%	0.82%	+0.28
IWR iShares Russell Mid-Cap ETF	Add +407.2%	0.28%	+0.22
IBM Intl Business Machines Corp.	Add +638.5%	0.21%	+0.18
VOO Vanguard S&P 500 ETF	Add +0.5%	8.10%	+0.18
VCIT Vanguard Int-Term Corporate	Add +42.6%	0.59%	+0.16
NVDA Nvidia Corp.	Add +60.6%	0.24%	+0.13
MUB iShares National Muni Bond E	Add +39.9%	0.48%	+0.12
SCHO Schwab Short-Term US Treas	Add +10.0%	1.46%	+0.10
AAPL Apple Inc.	Add +4.5%	0.49%	+0.10
BRK.B Berkshire Hathaway Inc. Class B	New	0.08%	+0.08
IJR iShares Core S&P Small-Cap E	Add +43.7%	0.28%	+0.07
AVGO Broadcom Inc.	Add +4.2%	0.38%	+0.07
SCHE Schwab Emrg Mrkts Eqty ETF	Add +3.4%	1.13%	+0.07
FNDE Schwab Fndmntl Em MRK Eq ETF	Add +2.7%	0.88%	+0.06
SPTL SS SPDR PF LNG TRM TSY E-Usd	Add +91.6%	0.11%	+0.05
XLK SS Technology Select Sector	New	0.05%	+0.05
SCHP Schwab U.S. Tips ETF	Add +27.1%	0.23%	+0.04
SCHH Schwab US REIT ETF	Add +6.1%	1.95%	+0.04
AMZN Amazon.com Inc.	Add +15.6%	0.20%	+0.03
VWO Vanguard Ftse Emerging Marke	Add +2.7%	0.67%	+0.03
META Meta Platforms Inc. Class A	New	0.03%	+0.03
GOOG Alphabet Inc. Class C	Add +45.1%	0.07%	+0.03
ETR Entergy Corp.	New	0.03%	+0.03
GOOGL Alphabet Inc. Class A	Add +28.9%	0.08%	+0.03
VEU Vanguard Ftse All-World Ex-U	Add +36.8%	0.10%	+0.03
LLY Eli Lilly & Co.	New	0.02%	+0.02
GE General Electric	New	0.02%	+0.02
XOM Exxon Mobil Corp.	Add +13.2%	0.25%	+0.02
MDLZ Mondelez International Inc. Class A	New	0.02%	+0.02
EEM iShares MSCI Emerging Market	New	0.02%	+0.02
COST Costco Wholesale Corp.	Add +10.9%	0.09%	+0.02
SCHC Schwab Intl Small-Cap Equity	Add +4.9%	0.96%	+0.02
NEE Nextera Energy Inc.	Add +39.0%	0.05%	+0.02
SCHR Schwab Intermediate-Term US	Add +25.4%	0.10%	+0.02
PG The Procter & Gamble Co.	Add +6.3%	0.31%	+0.02
JPM JPMorgan Chase & Co.	Add +4.8%	0.45%	+0.01
AMGN Amgen Inc.	Add +21.4%	0.05%	+0.01
ORCL Oracle Corp.	Add +0.1%	0.11%	+0.01
T AT&T Inc.	Add +24.1%	0.04%	+0.01
QQQ Invesco QQQ Trust Series 1	Add +4.7%	0.08%	+0.01
USRT iShares Core US REIT ETF	Add +3.1%	2.31%	+0.01
VZ Verizon Communications Inc.	Add +12.1%	0.08%	+0.01
FNDC Schwab Fndmnt Intl SM Eq ETF	Add +5.3%	0.55%	+0.01
MCD McDonald's Corp.	Add +24.1%	0.05%	+0.00
KMB Kimberly-Clark Corp.	Add +0.8%	0.08%	+0.00
CL Colgate-Palmolive Co.	Add +2.2%	0.05%	+0.00
MO Altria Group Inc.	Add +11.6%	0.03%	+0.00
BAC Bank of America Corp.	Add +6.8%	0.03%	+0.00
MS Morgan Stanley	Add +2.7%	0.07%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	171	$1.8B	SCHZ, VOO, SCHX, FNDX, SCHF
Q1 2026	165	$1.5B	SCHZ, VOO, SCHX, FNDX, SCHF
Q4 2025	171	$1.5B	SCHZ, VOO, SCHX, FNDX, SCHF
Q3 2025	177	$1.5B	SCHZ, VOO, SCHX, FNDX, SCHF
Q2 2025	173	$1.3B	SCHZ, VOO, SCHX, SCHF, FNDX
Q1 2025	166	$1.2B	SCHZ, SCHX, VOO, SCHF, AGG
Q4 2024	158	$1.2B	SCHZ, VOO, SCHX, AGG, FNDX
Q3 2024	151	$1.2B	SCHZ, VOO, SCHX, AGG, FNDX
Q2 2024	151	$1.1B	AGG, VOO, SCHX, SCHZ, FNDX
Q1 2024	154	$1.1B	AGG, VOO, SCHX, SCHZ, FNDX