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Schwab VIT Balanced Portfolio | SWB1ZMutual Fund | |
| SCHWAB ANNUITY PORTFOLIOS | |
| Last update 2025-06-20 | 9 Stocks (0 new) |
| Value $77.00 Mil | Turnover 0 % |
Schwab VIT Balanced Portfolio Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 1,272,057 | 29,460.8 | -3.17% | 38.450 | -1.21% | 0.340 | +1.18% | +1.76% | 8,634.8 | ||
SCHX | Schwab U.S. Large-Cap ETF | 897,725 | 19,821.8 | -1.21% | 25.870 | -0.32% | 0.040 | +19.76% | +7.46% | 57,122.4 | ||
SCHF | Schwab International Equity ETF | 452,106 | 8,942.7 | -5.64% | 11.670 | -0.64% | 0.020 | +10.84% | +19.95% | 49,150.8 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 302,658 | 7,366.7 | -2.87% | 9.610 | -0.27% | 0.070 | -0.16% | +1.04% | 10,966.2 | ||
SCHP | Schwab U.S. Tips ETF | 112,001 | 3,011.7 | -4.78% | 3.930 | -0.19% | 0.020 | +1.02% | +3.29% | 13,147.9 | ||
SCHH | Schwab U.S. REIT ETF | 121,074 | 2,604.3 | +0.58% | 3.400 | +0.02% | 0.030 | +5.53% | +3.37% | 8,278.0 | ||
SCHA | Schwab U.S. Small-Cap ETF | 89,836 | 2,104.9 | +7.82% | 2.750 | +0.20% | 0.010 | +19.53% | +1.31% | 17,833.0 | ||
SCHE | Schwab Emerging Markets Equity ETF | 60,568 | 1,669.9 | -2.47% | 2.180 | -0.05% | 0.020 | +15.08% | +16.33% | 10,564.2 | ||
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 45,759 | 1,641.8 | -2.80% | 2.140 | -0.06% | 0.040 | +17.54% | +26.27% | 4,673.1 |
Schwab VIT Balanced Portfolio's Historical Top Holdings Breakdowns
Schwab VIT Balanced Portfolio's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SCHZ | Schwab US Aggregate Bond ETF | 2025-03-31 | Reduce Reduce | -1.21% | 22.46 ($22.91) 23.26 | $23.10 | 0.83% | Reduce -3.17% | 1,272,057 | -41,609 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -0.64% | 18.36 ($19.62) 20.51 | $22.19 | 13.10% | Reduce -5.64% | 452,106 | -27,021 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Reduce Reduce | -0.32% | 21.75 ($23.28) 24.28 | $24.91 | 7.00% | Reduce -1.21% | 897,725 | -10,964 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Reduce Reduce | -0.27% | 24.1 ($24.21) 24.34 | $24.31 | 0.41% | Reduce -2.87% | 302,658 | -8,935 | |
SCHA | Schwab U.S. Small-Cap ETF | 2025-03-31 | Add Add | +0.20% | 23.16 ($25.49) 27.04 | $26.20 | 2.79% | Add 7.82% | 89,836 | 6,512 | |
SCHP | Schwab U.S. Tips ETF | 2025-03-31 | Reduce Reduce | -0.19% | 25.69 ($26.29) 26.89 | $26.68 | 1.48% | Reduce -4.78% | 112,001 | -5,624 | |
SCHC |
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
| 2025-03-31 | Reduce Reduce | -0.06% | 33.57 ($35.71) 37.22 | $43.35 | 21.39% | Reduce -2.8% | 45,759 | -1,319 | |
SCHE | Schwab Emerging Markets Equity ETF | 2025-03-31 | Reduce Reduce | -0.05% | 25.81 ($27.37) 28.52 | $30.98 | 13.19% | Reduce -2.47% | 60,568 | -1,531 | |
SCHH | Schwab U.S. REIT ETF | 2025-03-31 | Add Add | +0.02% | 20.2 ($21.37) 22.24 | $21.77 | 1.87% | Add 0.58% | 121,074 | 695 | |
SCHZ | Schwab US Aggregate Bond ETF | 2024-12-31 | Add Add | +3.29% | 22.63 ($23.09) 23.72 | $23.10 | 0.04% | Add 9.46% | 1,313,666 | 113,506 |
Schwab VIT Balanced Portfolio Total Holding History ($B)
Schwab VIT Balanced Portfolio's Asset Allocation
Schwab VIT Balanced Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Schwab VIT Balanced Portfolio's Hypothetical Growth since 2025-03-31
Schwab VIT Balanced Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schwab VIT Balanced Portfolio's Holdings Heat Map
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Schwab VIT Balanced Portfolio's Holdings Bubble Chart
Schwab VIT Balanced Portfolio News
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