The Analysis of Charles Schwab Trust Bank's Holdings


Currently, Charles Schwab Trust Bank holds 1 types of securities in its portfolio with a total value $68.5M. In the most recent quarter, they have increased their positions in SCHD (+480.5K shares, valued at $13.2M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR2.5M shares23.81%2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available