Donor Advised Charitable Giving, Inc.
•CIK: 1535839•Filing: Q4 2025
Schwab Charitable Fund, managed by the Schwab Foundation, is known for its concentrated tech-heavy portfolio, with 98.6% of assets in NVDA, reflecting a high-risk, high-reward strategy. Recent moves include adding cryptocurrencies DASH and COIN, exiting WMT and BRK/A, and significantly cutting positions in AAPL and RBLX, indicating a shift towards more speculative assets.
Total AUM
$4.5B
QoQ Performance
-10.1%
Positions
25
Top 10 Concentration
99.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA98.6%
ITOT0.2%
AJG0.1%
VT0.1%
SCHK0.1%
IVV0.1%
META0.1%
RBLX0.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology98.7%
Other1.2%
ETF0.1%
Consumer0.0%
Financial0.0%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW12 new positions
↑8 increased
↓11 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023