Company profile
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
13 Mar 24
N-CSR
Certified annual shareholder report (management investment company)
4 Mar 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
31 Aug 23
N-PX
Annual report of proxy voting record
29 Aug 23
N-CEN
Annual report (registered investment company)
16 Mar 23
N-CSR
Certified annual shareholder report (management investment company)
2 Mar 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
31 Aug 22
N-PX
Annual report of proxy voting record
26 Aug 22
DEF 14A
Definitive proxy
16 Mar 22
N-CEN
Annual report (registered investment company)
14 Mar 22
Latest ownership filings
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Schwab VIT Balanced Portfolio (Dec 2023 report)
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Monthly portfolio investment report
26 Feb 24
NPORT-P
Schwab VIT Balanced Portfolio (Sep 2023 report)
22 Nov 23
NPORT-P
Schwab VIT Growth Portfolio (Sep 2023 report)
22 Nov 23
NPORT-P
Schwab S&P 500 Index Portfolio (Sep 2023 report)
22 Nov 23
NPORT-P
Schwab VIT Balanced with Growth Portfolio (Sep 2023 report)
22 Nov 23
NPORT-P
Schwab VIT Growth Portfolio (Jun 2023 report)
23 Aug 23
NPORT-P
Schwab VIT Balanced with Growth Portfolio (Jun 2023 report)
23 Aug 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Schwab S&P 500 Index Portfolio | SWP1Z | 3.22 | -1.60 | -4.77 | 1.69 bn | 502 | Sep 2023 |
Schwab VIT Balanced Portfolio | SWB1Z | -2.00 | 6.12 | 4.23 | 77.82 mm | 10 | Dec 2023 |
Schwab VIT Balanced with Growth Portfolio | SWC1Z | 2.28 | -2.04 | -3.76 | 150.72 mm | 10 | Sep 2023 |
Schwab VIT Growth Portfolio | SWG1Z | 2.93 | -2.56 | -4.15 | 149.58 mm | 8 | Sep 2023 |