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Schwab Annuity Portfolios 
 CA
  SEC # 918266


        
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858  SEC Filings
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  from  8/30/95  to  4/25/24  (Yesterday)

  List All Filings  or
  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘497K’ — Prospectus – Open-End Investment Company – Summary — Filed as:  Filer / Offerer 
 
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notifications of all
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Filings
involving  Schwab Annuity Portfolios 

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Forms
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, Documents
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& Exhibits
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 in  857 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
4/25/24 New Document this Past Month!497KRegistration:  Prospectuses – Certain Open-End Investment Companies – Summary  New Document this Past Month! 121
4/25/24 New Document this Past Month!485BPOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  New Document this Past Month!  — Financial Reports
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45
4/5/24 New Document this Past Month!N-MFP2Update:  Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP  New Document this Past Month! 90
4/4/24 New Document this Past Month!497JRegistration:  Certifications of No Change in Definitive Materials  New Document this Past Month! 29
3/20/2424F-2NTUpdate:  Annual Notices of Securities Sold by Investment Companies — Form 24F-231
3/13/24N-CENUpdate:  Annual Reports by Investment Companies — Form N-CEN6
3/4/24N-CSRUpdate:  Annual Certified Shareholder Reports by Investment Companies — Form N-CSR24
2/26/24497Registration:  Definitive Materials — Financial Reports
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102
2/26/24NPORT-PUpdate:  Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT72
12/19/2340-17F2Update:  Certificates of Accounting of Securities in the Custody of Investment Companies — Form N-17f-269
11/22/23NPORT-EXUpdate:  Portfolio Holdings Schedules by Investment Companies — Form N-PORT40
10/5/2340-17GUpdate:  Fidelity Bonds for Investment Companies32
8/31/23N-CSRSUpdate:  Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR25
8/29/23N-PXProxy:  Annual Proxy Voting Reports by Investment Companies — Form N-PX20
8/29/22 OLDCORRESPComment:  Comment-Response and Other Letters to the SEC  [ a.k.a. COVER ]  OLD  — All Correspondence with the SEC
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7
3/16/22 OLDDEF 14AProxy:  Definitive Proxy Statements — Schedule 14A  OLD 3
5/24/19 OLDN-QUpdate:  Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q  OLD 30
3/1/18 OLDNSAR-BUpdate:  Annual Reports by Investment Companies — Form N-SAR  OLD 23
8/28/17 OLDNSAR-AUpdate:  Semi-Annual Reports by Investment Companies — Form N-SAR  OLD 24
12/21/16 OLD485APOSRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations  OLD 10
10/7/16 OLDN-MFP1Update:  Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP  OLD 6
4/7/16 OLDN-MFPUpdate:  Monthly Portfolio Holdings Schedules by Money-Market Funds — Form N-MFP  OLD 65
10/9/15 OLDDEFA14AProxy:  Definitive Additional Proxy Soliciting Materials — Schedule 14A  OLD 2
3/2/12 OLD485BXTRegistration:  Post-Effective Amendments of Form N-1 and N-1A Registrations to Designate New Effective Dates  OLD 2
2/26/03 OLDN-30DUpdate:  Annual and Semi-Annual Reports Mailed to Shareholders by Investment Companies  OLD 16
10/9/02 OLD40-6CRegistration:  Application for an Exemption or Other Relief by an Investment Company  OLD 1
5/15/00 OLDDEFS14AProxy:  Definitive Proxy Statements – Special Meetings — Schedule 14A  OLD 4
2/16/00 OLDPRES14AProxy:  Preliminary Proxy Statement – Special Meeting — Schedule 14A  OLD 1
10/17/95 OLDN-18F1Update:  Notice of Election by an Open-End Investment Company — Form N-18f-1  OLD 1

Letters: 
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2/12/16 OLDCOVERComment-Response and Cover Letters to the SEC  [ a.k.a. CORRESP ]  OLD  — All Correspondence with the SEC4

Form-Specific Documents: 
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11/22/23NPORT-EXPortfolio Holdings Schedules — Form N-PORT40

General Exhibits: 
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4/30/98 OLDEX-17Correspondence re: Departures of Directors  OLD 9
4/30/98 OLDEX-10Material Contract  OLD 1
4/30/98 OLDEX-8Opinions of Counsel re: Tax Matters  OLD 17
2/27/98 OLDEX-13Annual and Quarterly Reports to Security Holders  OLD 3
2/27/98 OLDEX-6Opinions of Counsel re: Discounts on Capital Shares  OLD 3
2/27/98 OLDEX-5Opinions of Counsel re: Legality  OLD 8
2/27/98 OLDEX-1Underwriting Agreement or Conflict Minerals Report  (or mislabeled “1st Exhibit”)  OLD 1
9/9/96 OLDEX-9Voting Trust Agreement  OLD 1
4/29/96 OLDEX-2Plan of Acquisition, Reorganization, Arrangement, Liquidation or Succession  OLD 1

Additional Exhibits: 
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4/25/24 New Exhibit this Past Month!EX-99  &  EX-99.*Miscellaneous Exhibits, such as Press Releases  New Exhibit this Past Month! EX-99.*  Form-Specific Exhibits...  Form N-CSR:  72 Certifications — §302 – SOA’02;  42 Certifications — §906 – SOA’02;  15 Codes of Ethics — Form N-SAR:  18 Accountants’ Reports re: Internal Controls;  1 Certification — §302 – SOA’02;  2 Matters Submitted to Votes of Security Holders  (150 total)386

Investment Company Exhibits: 
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3/13/24INTERNAL CONTROL RPTAccountants’ Reports re: Internal Controls6

Financials: 
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4/25/24 New Report this Past Month!XML  &  R#IDEA Financial Reports Info  New Report this Past Month!  — Financial Reports
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258
4/25/24 New Exhibit this Past Month!EX-101.*XBRL Data  (XBRL Files)  New Exhibit this Past Month! 150
4/25/24 New Exhibit this Past Month!JSONXBRL Instances as JavaScript Object Notation Data  (JSON Files)  New Exhibit this Past Month! 6
4/25/24 New Folder this Past Month!ZIPXBRL Zipped Folders
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  (Folders of XBRL Files)  New Folder this Past Month! 
26
9/29/20 OLDEXCELIDEA Workbooks of Financial Reports Info  OLD  — Workbooks of Financial Reports
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17
8/29/00 OLDEX-27Financial Data Schedules {Pre-XBRL}  OLD  — Financial Reports
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30
4/30/98 OLDEX-11Statements re: Computations of Earnings Per Share  OLD 9
4/30/97 OLDEX-16Letters re: Changes in Accountants  OLD 3

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4/25/24 New Graphic this Past Month!GRAPHICPhotos, Images and Graphs  New Graphic this Past Month! 1,745

Funds / Series  and their  Classes / Contracts

   As Of   Fund / Series — Filings for F/S#...
     Class / Contract — Filings for C/C#...    Symbol
 
2024: 4/5/24 Schwab Government Money Market PortfolioS#6545
 C#17880SWPXX
 4/25/24 Schwab S&P 500 Index PortfolioS#6547
 C#17882SWP1Z
 4/25/24 Schwab VIT Balanced PortfolioS#36326
 C#111125SWB1Z
 4/25/24 Schwab VIT Balanced with Growth PortfolioS#36327
 C#111126SWC1Z
 4/25/24 Schwab VIT Growth PortfolioS#36328
 C#111127SWG1Z
 
2019: 8/14/19 Schwab MarketTrack Growth Portfolio IIS#6546
 C#17881SWH1Z
 
— 6 Funds / Series — 6 Classes / Contracts —


Forms
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, Documents
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& Exhibits
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 in  66 Filings
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 Filed re:  Issuer / Subject Company


        

        
Latest Filing  Type    Category    Description        Documents
     
12/19/2340-17F2Update:  Certificates of Accounting of Securities in the Custody of Investment Companies — Form N-17f-266

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12/19/23GRAPHICPhotos, Images and Graphs36


        

Filings History

Year    # of Filings
In descending order
2024 20
2023 56
2022 55
2021 55
2020 60
2019 44
2018 50
2017 44
2016 44
2015 43
2014 40
2013 38
2012 42
2011 35
2010 23
2009 20
2008 18
2007 16
2006 18
2005 21
2004 16
2003 12
2002 15
2001 12
2000 18
1999 9
1998 8
1997 12
1996 12
1995 2

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