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 $55.1M. In the most recent quarter, they have decreased their positions in SCHD (-1.6M shares, valued at $42.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR2.0M shares-43.64%2025-09-302025-10-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available