Civic Intelligence

THE CHARLES SCHWAB TRUST COMPANY

Plan context: Schwab Institutional Large Cap Value Trust Fund

EIN 81-0625170 • 119 filings • 13 plans

Current Snapshot

Latest Year

2024

2024 Participants

0

2024 Assets

$3,661,055,969

2024 Contributions

$0

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,275,169,403$4,637,584,702$0200320142024YearValue
$3,661,055,969Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

No historical points available.

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202450$3,661,055,969$0-
Schwab Institutional Large Cap Value Trust Fund--$1,162,592,356--
Schwab Institutional Core Plus Fixed Income Trust--$881,657,269--
Schwab Institutional Diversified International Trust Fund--$709,954,268--
Schwab Institutional Large Cap Growth Trust Fund--$629,426,320--
Schwab Institutional Small Cap Trust Fund--$277,425,756--
202350$5,068,521,734$0-
Schwab Institutional Diversified International Trust Fund--$1,457,077,049--
Schwab Institutional Large Cap Value Trust Fund--$1,335,457,635--
Schwab Institutional Core Plus Fixed Income Trust--$1,103,114,104--
Schwab Institutional Large Cap Growth Trust Fund--$754,874,981--
Schwab Institutional Small Cap Trust Fund--$417,997,965--
202250$6,598,464,017$0-
Schwab Institutional Diversified International Trust Fund--$2,153,837,178--
Schwab Institutional Large Cap Value Trust Fund--$1,639,845,624--
Schwab Institutional Core Plus Fixed Income Trust--$1,520,676,180--
Schwab Institutional Large Cap Growth Trust Fund--$930,710,795--
Schwab Institutional Small Cap Trust Fund--$353,394,240--
202150$8,445,076,786$0-
Schwab Institutional Diversified International Trust Fund--$2,587,199,882--
Schwab Institutional Core Plus Fixed Income Trust--$2,227,343,513--
Schwab Institutional Large Cap Value Trust Fund--$1,963,956,712--
Schwab Institutional Large Cap Growth Trust Fund--$1,227,525,897--
Schwab Institutional Small Cap Trust Fund--$439,050,782--
202050$9,275,169,403$0-
Schwab Institutional Diversified International Trust Fund--$2,946,837,888--
Schwab Institutional Core Plus Fixed Income Trust--$2,432,860,182--
Schwab Institutional Large Cap Value Trust Fund--$1,954,098,818--
Schwab Institutional Large Cap Growth Trust Fund--$1,398,145,188--
Schwab Institutional Small Cap Trust Fund--$543,227,327--
201950$9,034,860,549$0-
Schwab Institutional Diversified International Trust Fund--$2,814,656,623--
Schwab Institutional Core Plus Fixed Income Trust--$2,399,644,006--
Schwab Institutional Large Cap Value Trust Fund--$1,953,081,390--
Schwab Institutional Large Cap Growth Trust Fund--$1,377,938,991--
Schwab Institutional Small Cap Trust Fund--$489,539,539--
201850$7,524,619,801$0-
Schwab Institutional Diversified International Trust Fund--$2,297,384,862--
Schwab Institutional Core Plus Fixed Income Trust--$2,101,011,668--
Schwab Institutional Large Cap Value Trust Fund--$1,619,622,971--
Schwab Institutional Large Cap Growth Trust Fund--$1,107,763,044--
Schwab Institutional Small Cap Trust Fund--$398,837,256--
201770$7,957,339,217$0-
Schwab Institutional Diversified International Trust Fund--$2,126,920,664--
Schwab Institutional Core Plus Fixed Income Trust--$2,111,593,570--
Schwab Institutional Large Cap Value Trust Fund--$1,925,270,624--
Schwab Institutional Large Cap Growth Trust Fund--$1,276,444,214--
Schwab Institutional Small Cap Trust Fund--$517,104,534--
Schwab Diversified Growth Allocation Trust Fund--$5,202--
Schwab Diversified Aggressive Allocation Trust Fund--$409--
201670$6,815,785,065$0-
Schwab Institutional Core Plus Fixed Income Trust--$1,873,657,674--
Schwab Institutional Diversified International Trust Fund--$1,739,941,463--
Schwab Institutional Large Cap Value Trust Fund--$1,645,597,324--
Schwab Institutional Large Cap Growth Trust Fund--$1,068,592,991--
Schwab Institutional Small Cap Trust Fund--$475,793,888--
Schwab Diversified Growth Allocation Trust Fund--$11,761,187--
Schwab Diversified Aggressive Allocation Trust Fund--$440,538--
201570$6,578,821,821$0-
Schwab Institutional Core Plus Fixed Income Trust--$1,830,910,272--
Schwab Institutional Diversified International Trust Fund--$1,716,629,062--
Schwab Institutional Large Cap Value Trust Fund--$1,476,122,189--
Schwab Institutional Large Cap Growth Trust Fund--$1,094,222,397--
Schwab Institutional Small Cap Trust Fund--$439,767,630--
Schwab Diversified Growth Allocation Trust Fund--$15,772,606--
Schwab Diversified Aggressive Allocation Trust Fund--$5,397,665--
201470$5,529,448,973$0-
Schwab Institutional Large Cap Value Trust Fund--$1,507,301,469--
Schwab Institutional Core Plus Fixed Income Trust--$1,373,769,343--
Schwab Institutional Diversified International Trust Fund--$1,130,992,616--
Schwab Institutional Large Cap Growth Trust Fund--$1,072,970,487--
Schwab Institutional Small Cap Trust Fund--$418,836,724--
Schwab Diversified Growth Allocation Trust Fund--$19,148,040--
Schwab Diversified Aggressive Allocation Trust Fund--$6,430,294--
201370$4,753,905,040$0-
Schwab Institutional Large Cap Value Trust Fund--$1,237,505,722--
Schwab Institutional Diversified International Trust Fund--$1,203,282,471--
Schwab Institutional Core Plus Fixed Income Trust--$1,109,119,575--
Schwab Institutional Large Cap Growth Trust Fund--$790,566,698--
Schwab Institutional Small Cap Trust Fund--$355,496,442--
Schwab Diversified Aggressive Allocation Trust Fund--$32,215,253--
Schwab Diversified Growth Allocation Trust Fund--$25,718,879--
201280$3,797,292,345$0-
Schwab Institutional Diversified International Trust Fund--$993,519,586--
Schwab Institutional Core Plus Fixed Income Trust--$956,082,617--
Schwab Institutional Large Cap Value Trust Fund--$881,655,759--
Schwab Institutional Large Cap Growth Trust Fund--$499,699,023--
Schwab Institutional Small Cap Trust Fund--$430,384,962--
Schwab Diversified Growth Allocation Trust Fund--$19,098,021--
Schwab Diversified Aggressive Allocation Trust Fund--$16,852,377--
SCHWAB INST INTERMEDIATE FIXED INCOME TRUST FUND-----
201160$3,355,710,998$0-
Schwab Institutional Core Plus Fixed Income Trust--$838,840,024--
Schwab Institutional Large Cap Value Trust Fund--$785,402,480--
Schwab Institutional Diversified International Trust Fund--$716,450,915--
Schwab Institutional Large Cap Growth Trust Fund--$378,318,327--
Schwab Institutional Small Cap Trust Fund--$356,870,458--
SCHWAB INST INTERMEDIATE FIXED INCOME TRUST FUND ST FUND--$279,828,794--
201060$4,437,886,702$0-
SCHWAB INSTITUTIONAL CORE FIXED INCOME TRUST FUND--$1,374,435,906--
Schwab Institutional Core Plus Fixed Income Trust--$1,021,147,545--
Schwab Institutional Large Cap Value Trust Fund--$776,489,046--
Schwab Institutional Diversified International Trust Fund--$642,522,113--
Schwab Institutional Large Cap Growth Trust Fund--$336,279,073--
Schwab Institutional Small Cap Trust Fund--$287,013,019--
200950$3,462,073,731$0-
Schwab Institutional Core Plus Fixed Income Trust--$1,210,231,608--
SCHWAB INSTITUTIONAL CORE FIXED INCOME TRUST FUND--$1,023,399,696--
Schwab Institutional Large Cap Value Trust Fund--$692,148,759--
Schwab Institutional Large Cap Growth Trust Fund--$288,436,391--
Schwab Institutional Small Cap Trust Fund--$247,857,277--
200850$2,931,280,043$0-
Schwab Institutional Core Plus Fixed Income Trust-0$1,128,351,627--
SCHWAB INSTITUTIONAL CORE FIXED INCOME TRUST FUND-0$844,711,602--
Schwab Institutional Large Cap Value Trust Fund-0$546,936,988--
Schwab Institutional Large Cap Growth Trust Fund-0$217,374,728--
Schwab Institutional Small Cap Trust Fund-0$193,905,098--
200750$3,173,957,160$0-
Schwab Institutional Core Plus Fixed Income Trust-0$1,141,060,945--
Schwab Institutional Large Cap Value Trust Fund-0$902,107,484--
SCHWAB INSTITUTIONAL CORE FIXED INCOME TRUST FUND-0$580,901,767--
Schwab Institutional Large Cap Growth Trust Fund-0$323,198,296--
Schwab Institutional Small Cap Trust Fund-0$226,688,668--
200640$1,715,442,445$0-
Schwab Institutional Large Cap Value Trust Fund-0$872,981,157--
Schwab Institutional Core Plus Fixed Income Trust-0$414,223,252--
Schwab Institutional Large Cap Growth Trust Fund-0$297,318,032--
Schwab Institutional Small Cap Trust Fund-0$130,920,004--
200540$1,105,167,693$0-
Schwab Institutional Large Cap Value Trust Fund-0$568,165,152--
Schwab Institutional Core Plus Fixed Income Trust-0$236,414,676--
Schwab Institutional Large Cap Growth Trust Fund-0$210,085,516--
Schwab Institutional Small Cap Trust Fund-0$90,502,349--
200430$568,812,224$0-
Schwab Institutional Large Cap Value Trust Fund-0$393,006,013--
Schwab Institutional Core Plus Fixed Income Trust-0$119,179,041--
Schwab Institutional Small Cap Trust Fund-0$56,627,170--
200330$324,293,394$0-
Schwab Institutional Large Cap Value Trust Fund-0$204,549,834--
Schwab Institutional Large Cap Growth Trust Fund-0$68,202,954--
Schwab Institutional Core Plus Fixed Income Trust-0$51,540,606--