SV

Schwab VIT Balanced with Growth Portfolio | SWC1Z

Mutual Fund
SCHWAB ANNUITY PORTFOLIOS
Last update 2025-06-20 9 Stocks (0 new)
Value $157.00 Mil Turnover 0 %
Countries:
Schwab VIT Balanced with Growt... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
2,426,607
53,579.5
-0.94%
34.210
-0.34%
0.110
+16.42%
+6.77%
56,637.9
 
SCHZ
Schwab US Aggregate Bond ETF
1,881,358
43,572.3
-2.77%
27.820
-0.76%
0.510
+0.53%
+1.19%
8,558.6
 
SCHF
Schwab International Equity ETF
1,348,655
26,676.4
-6.30%
17.030
-1.05%
0.060
+13.59%
+19.24%
48,862.9
 
SCHH
Schwab U.S. REIT ETF
351,025
7,550.6
+2.10%
4.820
+0.10%
0.090
+5.52%
+1.61%
8,128.8
 
SCHO
Schwab Short-Term U.S. Treasury ETF
268,534
6,536.1
-3.24%
4.170
-0.14%
0.060
-0.21%
+0.83%
10,917.0
 
SCHA
Schwab U.S. Small-Cap ETF
277,780
6,508.4
+8.26%
4.160
+0.32%
0.040
+19.10%
+0.81%
17,745.8
 
SCHE
Schwab Emerging Markets Equity ETF
197,960
5,457.8
-3.19%
3.480
-0.11%
0.060
+13.84%
+13.63%
10,318.7
 
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
139,975
5,022.3
-4.35%
3.210
-0.14%
0.130
+19.59%
+25.17%
4,632.2
 
SCHP
Schwab U.S. Tips ETF
64,137
1,724.6
0%
1.100
0%
0.010
+0.76%
+2.67%
13,026.6
 

Schwab VIT Balanced with Growth Portfolio's Historical Top Holdings Breakdowns

Schwab VIT Balanced with Growth 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
SCHF
Schwab International Equity ETF
2025-03-31
Reduce
Reduce
-1.05%
â—Ź
18.36 ($19.62) 20.51
$22.06
12.44%
Reduce -6.3%
1,348,655
-90,656
SCHZ
Schwab US Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.76%
â—Ź
22.46 ($22.91) 23.26
$22.97
0.26%
Reduce -2.77%
1,881,358
-53,541
SCHX
Schwab U.S. Large-Cap ETF
2025-03-31
Reduce
Reduce
-0.34%
â—Ź
21.75 ($23.28) 24.28
$24.75
6.31%
Reduce -0.94%
2,426,607
-23,146
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.32%
â—Ź
23.16 ($25.49) 27.04
$26.07
2.28%
Add 8.26%
277,780
21,203
SCHO
Schwab Short-Term U.S. Treasury ETF
2025-03-31
Reduce
Reduce
-0.14%
â—Ź
24.1 ($24.21) 24.34
$24.26
0.21%
Reduce -3.24%
268,534
-8,992
SCHC
Schwab International Small-Cap Equity ETF
Schwab International Small-Cap Equity ETF
2025-03-31
Reduce
Reduce
-0.14%
â—Ź
33.57 ($35.71) 37.22
$42.97
20.33%
Reduce -4.35%
139,975
-6,370
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-0.11%
â—Ź
25.81 ($27.37) 28.52
$30.26
10.56%
Reduce -3.19%
197,960
-6,519
SCHH
Schwab U.S. REIT ETF
2025-03-31
Add
Add
+0.10%
â—Ź
20.2 ($21.37) 22.24
$21.40
0.14%
Add 2.1%
351,025
7,206
SCHX
Schwab U.S. Large-Cap ETF
2024-12-31
Reduce
Reduce
-2.21%
â—Ź
22.39 ($23.32) 24.15
$24.75
6.13%
Reduce -6.24%
2,449,753
-162,917
SCHF
Schwab International Equity ETF
2024-12-31
Add
Add
+1.20%
â—Ź
18.41 ($19.51) 20.41
$22.06
13.07%
Add 7.77%
1,439,311
103,783

Schwab VIT Balanced with Growth Portfolio Total Holding History ($B)

To

Schwab VIT Balanced with Growth Portfolio's Asset Allocation

To

Schwab VIT Balanced with Growth Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Schwab VIT Balanced with Growth Portfolio's Hypothetical Growth since 2025-03-31

Schwab VIT Balanced with Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab VIT Balanced with Growth Portfolio's Holdings Heat Map

Size field:

Schwab VIT Balanced with Growth Portfolio's Holdings Bubble Chart

Schwab VIT Balanced with Growth Portfolio News

  • 1

Discussions on Schwab VIT Balanced with Growth Portfolio

No discussions yet.