SCHWAB ANNUITY PORTFOLIOS's Schwab VIT Balanced Portfolio (SWB1Z) has disclosed 9 total holdings in their latest N-PORT filing with the SEC for the
portfolio date of 2024-03-31. The current portfolio value is calculated to be $76.00 Mil, only including common equities, preferred
equities, ETFs, options and warrants for equities. The turnover rate is 1%.
Schwab VIT Balanced Portfolio (SWB1Z)'s
Total Assets is $79.01 Mil , Total Liabilities is $50,670.00 , Net Assets is $78.96 Mil.
In Schwab VIT Balanced Portfolio (SWB1Z)'s current portfolio as of 2024-03-31, the top 5 holdings are
Schwab US Aggregate Bond ETF (SCHZ), Schwab U.S. Large-Cap ETF (SCHX), Schwab International Equity ETF (SCHF), Schwab Short-Term U.S. Treasury ETF (SCHO) and Schwab U.S. Tips ETF (SCHP),
not including call and put options.
Schwab VIT Balanced Portfolio (SWB1Z) did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the mutual fund's current and past N-PORT holdings for Schwab VIT Balanced Portfolio (SWB1Z), as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the mutual fund's latest trades and stock picks for Schwab VIT Balanced Portfolio (SWB1Z), which include data from form N-PORT.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Schwab VIT Balanced Portfolio.
