StockDriftsStockDriftsTop 50 Charles Schwab Trust Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 9.66% | 6.41M | $149.0M | +3.21%(+199.78K) | $23.16(-0.29%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.18% | 211.1K | $126.1M | +12.51%(+23.47K) | $414.37(+60.56%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 6.92% | 4.16M | $106.7M | -1.30%(-54.61K) | $17.27(+64.98%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 5.81% | 3.22M | $89.6M | +3.51%(+109.01K) | $19.03(+58.63%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.59% | 3.48M | $86.2M | -0.73%(-25.67K) | $17.35(+53.61%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.54% | 705.8K | $70.1M | +1.62%(+11.28K) | $107.52(-8.14%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.29% | 1.03M | $66.2M | -4.39%(-47.44K) | $47.08(+46.53%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 3.64% | 1.92M | $56.1M | +9.79%(+171.68K) | $20.46(+62.33%) | 2026-03-31 | |
| FNDF | SCHWAB STRATEGIC TR | 3.27% | 1.03M | $50.4M | -1.53%(-15.98K) | $31.28(+66.49%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.84% | 281.9K | $43.7M | +15.39%(+37.60K) | $97.49(+84.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.09% | +37.08% |
| Top 20 Holdings Unweighted | +12.15% | +41.07% |
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