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Schwab VIT Balanced with Growth Portfolio | SWC1ZMutual Fund | |
| SCHWAB ANNUITY PORTFOLIOS | |
| Last update 2025-06-20 | 9 Stocks (0 new) |
| Value $157.00 Mil | Turnover 0 % |
Schwab VIT Balanced with Growt... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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
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| 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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% | 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)
Schwab VIT Balanced with Growth Portfolio's Asset Allocation
Schwab VIT Balanced with Growth Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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 % |
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Schwab VIT Balanced with Growth Portfolio's Holdings Heat Map
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Schwab VIT Balanced with Growth Portfolio's Holdings Bubble Chart
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