SV

Schwab VIT Growth Portfolio | SWG1Z

Mutual Fund
SCHWAB ANNUITY PORTFOLIOS
Last update 2024-08-23 7 Stocks (0 new)
Value $158.00 Mil Turnover 0 %
Countries:
Top Holdings: SCHX(42.06%)SCHF(21.31%)SCHZ(14.59%)SCHA(6.42%)SCHH(6.28%)
Portfolio Report
Summary Stock Picks Current Portfolio
Schwab VIT Growth Portfolio Top Holdings of 2024-06-30 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
1,037,149
66636.820
-3.15%
42.060
-1.30%
-
+12.62%
+25.80%
52255.858
 
SCHF 		Schwab International Equity ETF
878,913
33767.840
-2.87%
21.310
-0.63%
-
+1.21%
+4.11%
39903.760
 
SCHZ 		Schwab US Aggregate Bond ETF
507,180
23117.260
+1.39%
14.590
+0.20%
-
-2.14%
-1.72%
8352.986
 
SCHA 		Schwab U.S. Small-Cap ETF
214,388
10172.710
-0.28%
6.420
-0.02%
-
+15.83%
+16.81%
19383.355
 
SCHH 		Schwab U.S. REIT ETF
498,292
9950.890
+1.52%
6.280
+0.09%
-
+3.39%
+7.48%
7834.407
 
SCHE 		Schwab Emerging Markets Equity ETF
337,194
8955.870
-4.17%
5.650
-0.23%
-
+4.77%
+12.46%
9306.344
 
SCHC 		Schwab International Small-Cap Equity ETF
164,408
5849.640
-5.89%
3.690
-0.23%
-
+1.44%
+3.18%
3999.600
 

Schwab VIT Growth Portfolio's Historical Top Holdings Breakdowns

Schwab VIT 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
SCHX 		Schwab U.S. Large-Cap ETF2024-06-30Reduce
-1.30%
●
58.7 ($61.99) 64.78
$23.65
-61.85%
Reduce -3.15%
1,037,149
-33,699
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.63%
●
37.19 ($38.71) 39.82
$19.24
-50.30%
Reduce -2.87%
878,913
-25,976
SCHE 		Schwab Emerging Markets Equity ETF2024-06-30Reduce
-0.23%
●
24.67 ($26.06) 27.2
$27.88
6.98%
Reduce -4.17%
337,194
-14,680
SCHC 		Schwab International Small-Cap Equity ETF2024-06-30Reduce
-0.23%
●
34.12 ($35.64) 36.71
$36.00
1.01%
Reduce -5.89%
164,408
-10,292
SCHZ 		Schwab US Aggregate Bond ETF2024-06-30Add
+0.20%
●
44.66 ($45.32) 45.99
$22.91
-49.45%
Add 1.39%
507,180
6,954
SCHH 		Schwab U.S. REIT ETF2024-06-30Add
+0.09%
●
18.53 ($19.5) 20.2
$22.26
14.15%
Add 1.52%
498,292
7,479
SCHA 		Schwab U.S. Small-Cap ETF2024-06-30Reduce
-0.02%
●
45.24 ($47.4) 49.04
$27.59
-41.79%
Reduce -0.28%
214,388
-599
SCHX 		Schwab U.S. Large-Cap ETF2024-03-31Reduce
-2.32%
●
55.41 ($59.06) 62.08
$23.65
-59.96%
Reduce -5.65%
1,070,848
-64,181
SCHZ 		Schwab US Aggregate Bond ETF2024-03-31Add
+0.53%
●
45.44 ($45.98) 46.67
$22.91
-50.17%
Add 3.83%
500,226
18,474
SCHA 		Schwab U.S. Small-Cap ETF2024-03-31Reduce
-0.49%
●
44.84 ($46.85) 49.24
$27.59
-41.11%
Reduce -6.99%
214,987
-16,146

Schwab VIT Growth Portfolio Total Holding History ($B)

To

Schwab VIT Growth Portfolio's Asset Allocation

To

Schwab VIT Growth Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

Schwab VIT Growth Portfolio's Hypothetical Growth since 2024-06-30

Schwab VIT Growth Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Schwab VIT Growth Portfolio's Holdings Heat Map

Size field:

Schwab VIT Growth Portfolio's Holdings Bubble Chart

Schwab VIT Growth Portfolio News

  • 1

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