Charles Schwab Trust Bank

CIK: 0001776551SEC EDGAR →

Portfolio Value

$68.5M

Holdings

1

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
SCHD

SCHWAB STRATEGIC TR

2,498,231$68.5M
100.00%

Quarterly Changes

Top Buys

SCHDNEW
$68.5M

Top Sells

No sells this quarter

New Positions (1)

SCHD
$68.5M · 2.5M shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services1$68.5M100.0%