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SCHWAB CHARITABLE FUND 13F portfolio summary

SCHWAB CHARITABLE FUND of SCHWAB CHARITABLE FUND has 32 current stock holdings with a reported portfolio value of $3.92B. The portfolio 1 year return is +59.74%. Top holdings include NVDA (98.69%), ITOT (0.20%), VT (0.15%), AJG (0.13%), SCHK (0.09%).

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SCHWAB CHARITABLE FUND

SCHWAB CHARITABLE FUND
Latest filing: 2026-03-31

SCHWAB CHARITABLE FUND runs SCHWAB CHARITABLE FUND and currently holds 32 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $3.92B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SCHWAB CHARITABLE FUND ranks #1 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SCHWAB CHARITABLE FUND's portfolio at SCHWAB CHARITABLE FUND has delivered returns of +59.74%. Their 3-year annualized return is +491.74%. Looking at the 5-year horizon, SCHWAB CHARITABLE FUND has achieved +737.34% annualized returns at SCHWAB CHARITABLE FUND.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+59.74%
#129/1000
3 Year
+491.74%
#9/1000
5 Year
+737.34%
#1/1000

Portfolio Value

$3.92B

Alpha Score

453.8

#1 of 1000

Holdings

32

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change