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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 | +19.07% | +9.01% | 57,603.9 | ||
SCHZ | Schwab US Aggregate Bond ETF | 1,881,358 | 43,572.3 | -2.77% | 27.820 | -0.76% | 0.510 | +1.74% | +3.61% | 8,612.4 | ||
SCHF | Schwab International Equity ETF | 1,348,655 | 26,676.4 | -6.30% | 17.030 | -1.05% | 0.060 | +13.75% | +23.46% | 50,258.3 | ||
SCHH | Schwab U.S. REIT ETF | 351,025 | 7,550.6 | +2.10% | 4.820 | +0.10% | 0.090 | +6.36% | +4.62% | 8,278.0 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 268,534 | 6,536.1 | -3.24% | 4.170 | -0.14% | 0.060 | +0.86% | +3.13% | 10,961.7 | ||
SCHA | Schwab U.S. Small-Cap ETF | 277,780 | 6,508.4 | +8.26% | 4.160 | +0.32% | 0.040 | +19.63% | +3.16% | 18,057.6 | ||
SCHE | Schwab Emerging Markets Equity ETF | 197,960 | 5,457.8 | -3.19% | 3.480 | -0.11% | 0.060 | +15.33% | +17.71% | 10,676.7 | ||
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 | +19.29% | +28.40% | 4,741.0 | ||
SCHP | Schwab U.S. Tips ETF | 64,137 | 1,724.6 | 0% | 1.100 | 0% | 0.010 | +1.48% | +4.56% | 13,088.8 |
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 | $22.69 | 15.65% | 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 | $23.04 | 0.57% | 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 | $25.12 | 7.90% | 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 | $26.53 | 4.08% | 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 | $43.98 | 23.16% | 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 | $31.31 | 14.40% | 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 | $21.77 | 1.87% | 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 | $25.12 | 7.72% | 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 | $22.69 | 16.30% | Add 7.77% | 1,439,311 | 103,783 |
Schwab VIT Balanced with Growth Portfolio Total Holding History ($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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