Charles Schwab Trust Co

Name: Charles Schwab Trust Co 13F holdings, Q4 2024
Creator: Charles Schwab Trust Co
Published: 2025-01-16

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

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Charles Schwab Trust Co reported 158 stock positions worth $1.2 billion. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 11.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.8%) and Schwab US Large-Cap ETF (SCHX, 7.1%). Compared with Q3 2024, it opened 13 new positions, sold out of 6, added to 83 and reduced 42. The biggest buy was Schwab Municipal Bond ETF (SCMB, shares +48%) and the biggest sale iShares National Muni Bond E (MUB, shares −45%).

Most Recent 13F: Q2 2026
Location: HENDERSON, NV
CIK: 0001789219
Portfolio Value: $1.2B (Q4 2024)
SEC Filing: 0001085146-25-000294 ↗ filed Jan 16, 2025

Holdings Value

Holdings 158 stocks · $1.2B


SCHZ Schwab US Aggregate Bond ETF	11.50%	5,898,795	$133.9M	Add +1.7%
VOO Vanguard S&P 500 ETF	7.83%	169,295	$91.2M	Reduce -4.5%
SCHX Schwab US Large-Cap ETF	7.09%	3,560,063	$82.5M	Reduce -1.2%
AGG iShares Core U.S. Aggregate	5.85%	703,155	$68.1M	Add +3.5%
FNDX Schwab Fndmntl US LRG Co. ETF	5.51%	2,708,289	$64.1M	Add +0.5%
SCHF Schwab Intl Equity ETF	5.49%	3,453,745	$63.9M	Add +11.9%
VEA Vanguard Ftse Developed ETF	4.10%	997,195	$47.7M	Add +12.4%
SCHG Schwab US Large-Cap Growth	3.30%	1,378,549	$38.4M	Reduce -2.8%
IUSG iShares Core S&P U.S. Growth	2.79%	232,863	$32.4M	Reduce -9.0%
FNDF Schwab Fndmn Intl LRG Co. ETF	2.76%	969,179	$32.2M	Add +8.9%
USRT iShares Core US REIT ETF	1.97%	400,826	$23.0M	Add +2.6%
SCHH Schwab US REIT ETF	1.96%	1,083,343	$22.8M	Add +5.9%
IVV iShares Core S&P 500 ETF	1.96%	38,723	$22.8M	Reduce -6.6%
VGSH Vanguard Short-Term Treasury	1.94%	388,765	$22.6M	Add +1.2%
SCMB Schwab Municipal Bond ETF	1.80%	815,340	$20.9M	Add +48.4%
PRF Invesco Rafi US 1000 ETF	1.78%	514,574	$20.8M	Add +2.4%
BND Vanguard Total Bond Market	1.74%	281,011	$20.2M	Add +46.9%
SCHO Schwab Short-Term US Treas	1.73%	835,096	$20.1M	Add +6.9%
PXF Invesco Rafi Developed Marke	1.57%	382,505	$18.3M	Add +18.2%
SCHA Schwab US Small-Cap ETF	1.49%	670,493	$17.3M	Add +1.7%
SCHE Schwab Emrg Mrkts Eqty ETF	1.28%	557,903	$14.9M	Add +6.2%
VB Vanguard Most SM-Cap ETF-Usd	1.20%	57,928	$13.9M	Reduce -4.0%
SCHC Schwab Intl Small-Cap Equity	1.02%	345,765	$11.9M	Add +8.4%
FNDA Schwab Fndmntl US SM Co. ETF	0.95%	371,191	$11.0M	Add +1.7%
FNDE Schwab Fndmntl Em MRK Eq ETF	0.86%	342,892	$10.0M	Add +3.5%
SCHI Schwab 5-10 Year Corporate B	0.84%	442,304	$9.8M	Reduce -9.9%
SCHD Schwab US DVD Equity ETF	0.81%	344,670	$9.4M	Add +2.9%
TIP iShares Tips Bond ETF	0.75%	82,191	$8.8M	Reduce -2.1%
MSFT Microsoft Corp.	0.73%	20,087	$8.5M	Add +7.5%
AAPL Apple Inc.	0.68%	31,616	$7.9M	Add +11.6%
JPM JPMorgan Chase & Co.	0.61%	29,521	$7.1M	Add +18.5%
SCZ iShares MSCI Eafe Small-Cap	0.60%	115,587	$7.0M	Add +0.1%
VWO Vanguard Ftse Emerging Marke	0.60%	158,520	$7.0M	Reduce -6.6%
IEFA iShares Core MSCI Eafe ETF	0.59%	98,551	$6.9M	Add +1.7%
FNDC Schwab Fndmnt Intl SM Eq ETF	0.56%	192,578	$6.6M	Add +6.3%
EMR Emerson Electric Co.	0.56%	52,265	$6.5M	Add +2.4%
AVGO Broadcom Inc.	0.53%	26,810	$6.2M	Add +6.9%
MUB iShares National Muni Bond E	0.53%	57,502	$6.1M	Reduce -45.0%
SCHP Schwab U.S. Tips ETF	0.44%	198,284	$5.1M	Reduce -0.4%
SCHY Schwab International DVD ETF	0.38%	190,106	$4.4M	Add +5.9%
MA Mastercard Inc. Class A	0.36%	7,981	$4.2M	Add +2.3%
ABBV Abbvie Inc.	0.33%	21,603	$3.8M	Add +1.4%
SUB iShares Short-Term National	0.30%	32,947	$3.5M	Add +7.9%
OKE Oneok Inc.	0.30%	34,526	$3.5M	Add +0.0%
IWR iShares Russell Mid-Cap ETF	0.29%	38,593	$3.4M	Add +3.2%
SCYB Schwab High Yield Bond ETF	0.28%	125,345	$3.3M	Add +62.8%
NVDA Nvidia Corp.	0.27%	23,692	$3.2M	Add +0.8%
IJR iShares Core S&P Small-Cap E	0.27%	27,415	$3.2M	Reduce -2.1%
PRFZ Inv Rafi US 1500 SM-Usd Inc.	0.25%	69,935	$2.9M	Reduce -2.9%
XOM Exxon Mobil Corp.	0.24%	25,981	$2.8M	Add +13.1%
CVX Chevron Corp.	0.24%	18,931	$2.7M	Reduce -5.0%
DE Deere & Co.	0.23%	6,437	$2.7M	Add +1.6%
HD Home Depot Inc.	0.23%	6,827	$2.7M	Add +5.7%
PG The Procter & Gamble Co.	0.23%	15,760	$2.6M	Reduce -4.6%
IEMG iShares Core MSCI Emerging	0.23%	50,529	$2.6M	Add +160.0%
AMZN Amazon.com Inc.	0.22%	11,453	$2.5M	Reduce -22.0%
SDY SS SPDR S&P Dividend ETF	0.22%	19,020	$2.5M	Add +33.6%
HUBB Hubbell Inc.	0.21%	5,700	$2.4M	No change
SPMD SS SPDR P S&P 400 Midcap ETF	0.19%	39,478	$2.2M	New
JNJ Johnson & Johnson	0.19%	14,900	$2.2M	Reduce -0.1%
SCHQ Schwab Long-Term US Treasury	0.18%	67,145	$2.1M	Reduce -6.9%
BKLN Invesco Senior Loan ETF	0.18%	99,807	$2.1M	Reduce -15.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.18%	7,853	$2.1M	Add +6.7%
EPD Enterprise Products Partners	0.18%	65,518	$2.1M	Reduce -1.1%
PFF iShares Preferred & Income S	0.17%	64,509	$2.0M	Reduce -22.5%
CAT Caterpillar Inc.	0.16%	5,284	$1.9M	Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.16%	3,269	$1.9M	Add +60.2%
PKG Packaging Corp. of America	0.16%	8,243	$1.9M	No change
ABT Abbott Laboratories	0.16%	16,206	$1.8M	Add +6.5%
WMT Walmart Inc.	0.15%	19,176	$1.7M	Add +5.5%
ORCL Oracle Corp.	0.15%	10,247	$1.7M	Add +28.4%
V Visa Inc. Class A	0.15%	5,395	$1.7M	Add +17.4%
CME Cme Group Inc.	0.14%	7,053	$1.6M	Add +0.1%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.13%	76,171	$1.6M	Reduce -1.8%
PGX Invesco Preferred ETF	0.13%	133,720	$1.5M	Reduce -16.9%
CPAY Corpay Inc.	0.12%	4,000	$1.4M	Reduce -0.1%
PEP Pepsico Inc.	0.12%	8,868	$1.3M	Add +8.6%
SCHR Schwab Intermediate-Term US	0.11%	53,021	$1.3M	Add +13.1%
MRK Merck & Co. Inc.	0.10%	11,814	$1.2M	Add +11.1%
SCHJ Schwab 1-5 YR Corp. BND ETF	0.10%	47,766	$1.2M	Reduce -31.4%
GOOGL Alphabet Inc. Class A	0.10%	5,946	$1.1M	Reduce -14.2%
VEU Vanguard Ftse All-World Ex-U	0.09%	18,600	$1.1M	No change
PH Parker Hannifin Corp.	0.09%	1,646	$1.0M	Add +16.6%
PDN Inv Rafi Dev MKT US SM-Usdin	0.09%	32,115	$1.0M	Reduce -1.7%
GOOG Alphabet Inc. Class C	0.09%	5,259	$1.0M	Add +22.9%
MS Morgan Stanley	0.08%	7,723	$971K	Add +6.5%
QQQ Invesco QQQ Trust Series 1	0.08%	1,867	$954K	Reduce -16.2%
USHY iShares Broad Usd High Yield	0.08%	24,890	$916K	Reduce -12.9%
COP Conocophillips	0.08%	9,059	$898K	Add +2.8%
KMB Kimberly-Clark Corp.	0.08%	6,849	$897K	Add +13.2%
BRK.B Berkshire Hathaway Inc. Class B	0.08%	1,977	$896K	Add +44.5%
SBUX Starbucks Corp.	0.07%	9,445	$862K	Add +2.0%
XLK SS Technology Select Sector	0.07%	3,632	$844K	Add +38.4%
TSM Taiwan Semiconductor-SP ADR	0.07%	4,264	$842K	Add +3.5%
ITOT iShares Core S&P Total U.S.	0.07%	6,415	$825K	Add +230.2%
VZ Verizon Communications Inc.	0.07%	19,637	$785K	Add +18.1%
IVE iShares S&P 500 Value ETF	0.07%	4,063	$776K	No change
META Meta Platforms Inc. Class A	0.06%	1,289	$755K	Add +16.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	3,300	$725K	Add +58.4%
IWF iShares Russell 1000 Growth	0.06%	1,774	$712K	Add +6.4%
BA The Boeing Co.	0.06%	3,944	$698K	Reduce -27.9%
MCD McDonald's Corp.	0.06%	2,251	$653K	Add +27.4%
IWD iShares Russell 1000 Value E	0.05%	3,431	$635K	Add +4.2%
DFAC Dimensional US Core Equity 2	0.05%	17,369	$601K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.05%	1,359	$558K	New
UNP Union Pacific Corp.	0.05%	2,433	$555K	No change
NEE Nextera Energy Inc.	0.05%	7,619	$546K	Add +2.3%
MMM 3M Co.	0.04%	3,946	$509K	Add +13.8%
CL Colgate-Palmolive Co.	0.04%	5,601	$509K	No change
ZTS Zoetis Inc.	0.04%	3,073	$501K	Reduce -0.3%
IAGG iShares Intl Aggregate Bond	0.04%	10,009	$500K	Reduce -2.8%
BNDX Vanguard Total Intl Bond ETF	0.04%	9,944	$488K	Add +13.7%
ADP Automatic Data Processing	0.04%	1,654	$484K	Add +0.6%
SPIP SS SPDR P Tips ETF	0.04%	18,467	$467K	Add +122.8%
CWB SS SPDR BB Conv Sec ETF	0.04%	5,699	$444K	No change
PM Philip Morris International	0.04%	3,644	$439K	Reduce -1.8%
MAR Marriott International Class A	0.04%	1,565	$437K	Reduce -0.3%
MO Altria Group Inc.	0.04%	8,189	$428K	Reduce -0.7%
VONG Vanguard Russell 1000 Growth	0.04%	4,101	$424K	No change
VTI VG Morningstar TS MKT ETF-US	0.03%	1,364	$395K	Add +54.5%
VGT Vanguard Info Tech ETF	0.03%	636	$395K	Reduce -41.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.03%	8,955	$394K	No change
UNH Unitedhealth Group Inc.	0.03%	771	$390K	Add +14.7%
SO The Southern Co.	0.03%	4,659	$384K	No change
IJH iShares Core S&P Midcap ETF	0.03%	6,065	$378K	Reduce -3.6%
IEI iShares 3-7 Year Treasury Bo	0.03%	3,113	$360K	Add +1.2%
PYPL PayPal Holdings Inc.	0.03%	4,167	$356K	Add +4.2%
MCK McKesson Corp.	0.03%	613	$349K	New
VT Vanguard Tot World STK ETF	0.03%	2,812	$330K	New
BX Blackstone Inc.	0.03%	1,901	$328K	No change
CSCO Cisco Systems Inc.	0.03%	5,497	$325K	Add +7.1%
EFA iShares MSCI Eafe ETF	0.03%	4,300	$325K	No change
DUK Duke Energy Corp.	0.03%	3,007	$324K	Add +64.9%
CVS CVS Health Corp.	0.03%	7,056	$317K	Reduce -22.6%
COST Costco Wholesale Corp.	0.03%	344	$315K	Reduce -5.0%
PPG PPG Industries Inc.	0.03%	2,628	$314K	Add +60.0%
SYY Sysco Corp.	0.03%	3,800	$291K	No change
TMO Thermo Fisher Scientific Inc.	0.02%	556	$289K	Add +25.5%
VYM Vanguard High DVD Yield ETF	0.02%	2,254	$288K	Add +15.3%
IWM iShares Russell 2000 ETF	0.02%	1,275	$282K	Reduce -1.2%
TRV The Travelers Cos Inc.	0.02%	1,081	$260K	Add +1.1%
VYMI Vanguard Int High DVD YLD Inc.	0.02%	3,815	$259K	No change
IGIB iShares 5-10Y Inv Grade Corp.	0.02%	5,021	$259K	Reduce -27.1%
LMT Lockheed Martin Corp.	0.02%	522	$254K	New
GSLC Goldman Activebeta US LC ETF	0.02%	2,183	$251K	New
TXN Texas Instruments Inc.	0.02%	1,325	$248K	New
LLY Eli Lilly & Co.	0.02%	321	$248K	Add +42.0%
BDX Becton Dickinson and Co.	0.02%	1,084	$246K	No change
HON Honeywell International Inc.	0.02%	1,084	$245K	New
WFC Wells Fargo & Co.	0.02%	3,387	$238K	New
QDF NT Qual Div ETF	0.02%	3,250	$229K	No change
CTAS Cintas Corp.	0.02%	1,200	$219K	New
EEM iShares MSCI Emerging Market	0.02%	5,127	$214K	No change
CQP Cheniere Energy Partners LP	0.02%	4,000	$212K	New
AMT American Tower Corp.	0.02%	1,157	$212K	No change
VTV Vanguard Mrngstr Val ETF-Aui	0.02%	1,206	$204K	New
KO The Coca-Cola Co.	0.02%	3,216	$200K	New
CLM Cornerstone Strategic Invest	0.02%	21,519	$185K	No change

Portfolio Sells Q3 2024 → Q4 2024


MUB iShares National Muni Bond E	Reduce -45.0%	0.53%	−0.45
VOO Vanguard S&P 500 ETF	Reduce -4.5%	7.83%	−0.24
SCHI Schwab 5-10 Year Corporate B	Reduce -9.9%	0.84%	−0.14
IUSG iShares Core S&P U.S. Growth	Reduce -9.0%	2.79%	−0.13
IVV iShares Core S&P 500 ETF	Reduce -6.6%	1.96%	−0.11
VWO Vanguard Ftse Emerging Marke	Reduce -6.6%	0.60%	−0.10
SCHB Schwab US Broad Market ETF	Sold out	0.00%	−0.08
PFF iShares Preferred & Income S	Reduce -22.5%	0.17%	−0.06
SCHJ Schwab 1-5 YR Corp. BND ETF	Reduce -31.4%	0.10%	−0.05
TIP iShares Tips Bond ETF	Reduce -2.1%	0.75%	−0.05
VB Vanguard Most SM-Cap ETF-Usd	Reduce -4.0%	1.20%	−0.04
PGX Invesco Preferred ETF	Reduce -16.9%	0.13%	−0.04
SCHQ Schwab Long-Term US Treasury	Reduce -6.9%	0.18%	−0.04
BKLN Invesco Senior Loan ETF	Reduce -15.7%	0.18%	−0.03
DVY iShares Select Dividend ETF	Sold out	0.00%	−0.03
VIG Vanguard Dividend Apprec ETF	Sold out	0.00%	−0.02
JNJ Johnson & Johnson	Reduce -0.1%	0.19%	−0.02
CVS CVS Health Corp.	Reduce -22.6%	0.03%	−0.02
SCHP Schwab U.S. Tips ETF	Reduce -0.4%	0.44%	−0.02
VGT Vanguard Info Tech ETF	Reduce -41.4%	0.03%	−0.02
AMZN Amazon.com Inc.	Reduce -22.0%	0.22%	−0.02
PG The Procter & Gamble Co.	Reduce -4.6%	0.23%	−0.02
NOC Northrop Grumman Corp.	Sold out	0.00%	−0.02
CVX Chevron Corp.	Reduce -5.0%	0.24%	−0.02
AMD Advanced Micro Devices	Sold out	0.00%	−0.02
AMGN Amgen Inc.	Sold out	0.00%	−0.02
CAT Caterpillar Inc.	Reduce -0.3%	0.16%	−0.01
USHY iShares Broad Usd High Yield	Reduce -12.9%	0.08%	−0.01
PXH Inves Rafi Emer MRKT-Usd Inc.	Reduce -1.8%	0.13%	−0.01
BA The Boeing Co.	Reduce -27.9%	0.06%	−0.01
QQQ Invesco QQQ Trust Series 1	Reduce -16.2%	0.08%	−0.01
PDN Inv Rafi Dev MKT US SM-Usdin	Reduce -1.7%	0.09%	−0.01
IJR iShares Core S&P Small-Cap E	Reduce -2.1%	0.27%	−0.01
IGIB iShares 5-10Y Inv Grade Corp.	Reduce -27.1%	0.02%	−0.01
ZTS Zoetis Inc.	Reduce -0.3%	0.04%	−0.01
PRFZ Inv Rafi US 1500 SM-Usd Inc.	Reduce -2.9%	0.25%	−0.01
IAGG iShares Intl Aggregate Bond	Reduce -2.8%	0.04%	−0.00
GOOGL Alphabet Inc. Class A	Reduce -14.2%	0.10%	−0.00
IJH iShares Core S&P Midcap ETF	Reduce -3.6%	0.03%	−0.00
PM Philip Morris International	Reduce -1.8%	0.04%	−0.00
COST Costco Wholesale Corp.	Reduce -5.0%	0.03%	−0.00
IWM iShares Russell 2000 ETF	Reduce -1.2%	0.02%	−0.00
MO Altria Group Inc.	Reduce -0.7%	0.04%	+0.00
MAR Marriott International Class A	Reduce -0.3%	0.04%	+0.00
CPAY Corpay Inc.	Reduce -0.1%	0.12%	+0.01
EPD Enterprise Products Partners	Reduce -1.1%	0.18%	+0.01
SCHX Schwab US Large-Cap ETF	Reduce -1.2%	7.09%	+0.05
SCHG Schwab US Large-Cap Growth	Reduce -2.8%	3.30%	+0.11

Portfolio Buys Q3 2024 → Q4 2024


SCMB Schwab Municipal Bond ETF	Add +48.4%	1.80%	+0.55
BND Vanguard Total Bond Market	Add +46.9%	1.74%	+0.49
SPMD SS SPDR P S&P 400 Midcap ETF	New	0.19%	+0.19
AVGO Broadcom Inc.	Add +6.9%	0.53%	+0.16
JPM JPMorgan Chase & Co.	Add +18.5%	0.61%	+0.15
IEMG iShares Core MSCI Emerging	Add +160.0%	0.23%	+0.13
PXF Invesco Rafi Developed Marke	Add +18.2%	1.57%	+0.12
AAPL Apple Inc.	Add +11.6%	0.68%	+0.11
EMR Emerson Electric Co.	Add +2.4%	0.56%	+0.07
SCHO Schwab Short-Term US Treas	Add +6.9%	1.73%	+0.07
SPY SS SPDR S&P 500 ETF Trust-US	Add +60.2%	0.16%	+0.06
VEA Vanguard Ftse Developed ETF	Add +12.4%	4.10%	+0.05
ITOT iShares Core S&P Total U.S.	Add +230.2%	0.07%	+0.05
VUG Vanguard Mrngstar GR ETF-Sui	New	0.05%	+0.05
SDY SS SPDR S&P Dividend ETF	Add +33.6%	0.22%	+0.04
V Visa Inc. Class A	Add +17.4%	0.15%	+0.04
MSFT Microsoft Corp.	Add +7.5%	0.73%	+0.03
MCK McKesson Corp.	New	0.03%	+0.03
ORCL Oracle Corp.	Add +28.4%	0.15%	+0.03
MA Mastercard Inc. Class A	Add +2.3%	0.36%	+0.03
VT Vanguard Tot World STK ETF	New	0.03%	+0.03
NVDA Nvidia Corp.	Add +0.8%	0.27%	+0.03
OKE Oneok Inc.	Add +0.0%	0.30%	+0.03
GOOG Alphabet Inc. Class C	Add +22.9%	0.09%	+0.02
SCHA Schwab US Small-Cap ETF	Add +1.7%	1.49%	+0.02
BRK.B Berkshire Hathaway Inc. Class B	Add +44.5%	0.08%	+0.02
IBM Intl Business Machines Corp.	Add +58.4%	0.06%	+0.02
WMT Walmart Inc.	Add +5.5%	0.15%	+0.02
LMT Lockheed Martin Corp.	New	0.02%	+0.02
GSLC Goldman Activebeta US LC ETF	New	0.02%	+0.02
XLK SS Technology Select Sector	Add +38.4%	0.07%	+0.02
SPIP SS SPDR P Tips ETF	Add +122.8%	0.04%	+0.02
TXN Texas Instruments Inc.	New	0.02%	+0.02
HON Honeywell International Inc.	New	0.02%	+0.02
WFC Wells Fargo & Co.	New	0.02%	+0.02
PRF Invesco Rafi US 1000 ETF	Add +2.4%	1.78%	+0.02
CTAS Cintas Corp.	New	0.02%	+0.02
SUB iShares Short-Term National	Add +7.9%	0.30%	+0.02
CQP Cheniere Energy Partners LP	New	0.02%	+0.02
MS Morgan Stanley	Add +6.5%	0.08%	+0.02
VTV Vanguard Mrngstr Val ETF-Aui	New	0.02%	+0.02
KO The Coca-Cola Co.	New	0.02%	+0.02
PH Parker Hannifin Corp.	Add +16.6%	0.09%	+0.01
VTI VG Morningstar TS MKT ETF-US	Add +54.5%	0.03%	+0.01
SCHF Schwab Intl Equity ETF	Add +11.9%	5.49%	+0.01
TSM Taiwan Semiconductor-SP ADR	Add +3.5%	0.07%	+0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Add +6.7%	0.18%	+0.01
META Meta Platforms Inc. Class A	Add +16.6%	0.06%	+0.01
DUK Duke Energy Corp.	Add +64.9%	0.03%	+0.01
MCD McDonald's Corp.	Add +27.4%	0.06%	+0.01

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