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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
+23.55%
+8.51%
57,221.4
 
SCHZ
Schwab US Aggregate Bond ETF
1,881,358
43,572.3
-2.77%
27.820
-0.76%
0.510
+2.21%
+3.72%
8,594.0
 
SCHF
Schwab International Equity ETF
1,348,655
26,676.4
-6.30%
17.030
-1.05%
0.060
+13.40%
+20.39%
49,006.9
 
SCHH
Schwab U.S. REIT ETF
351,025
7,550.6
+2.10%
4.820
+0.10%
0.090
+6.72%
+3.25%
8,161.1
 
SCHO
Schwab Short-Term U.S. Treasury ETF
268,534
6,536.1
-3.24%
4.170
-0.14%
0.060
+0.70%
+3.13%
10,935.0
 
SCHA
Schwab U.S. Small-Cap ETF
277,780
6,508.4
+8.26%
4.160
+0.32%
0.040
+22.99%
+1.72%
17,807.1
 
SCHE
Schwab Emerging Markets Equity ETF
197,960
5,457.8
-3.19%
3.480
-0.11%
0.060
+17.03%
+16.46%
10,562.7
 
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
+18.69%
+26.13%
4,657.2
 
SCHP
Schwab U.S. Tips ETF
64,137
1,724.6
0%
1.100
0%
0.010
+2.66%
+5.01%
13,102.8
 

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
$22.13
12.77%
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
$23.07
0.68%
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
$25.00
7.41%
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
$26.16
2.63%
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
$24.30
0.37%
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
$43.20
20.98%
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
$30.98
13.17%
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
$21.48
0.54%
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
$25.00
7.23%
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
$22.13
13.40%
Add 7.77%
1,439,311
103,783

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

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Schwab VIT Balanced with Growth Portfolio's Asset Allocation

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