Charles Schwab Trust Bank
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Charles Schwab Trust Bank reported 1 stock position worth $146.8 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 100.0% of the portfolio.
- Most Recent 13F
- Q2 2026
- Location
- HENDERSON, NV
- CIK
- 0001776551
- Portfolio Value
- $146.8M (Q1 2024)
- SEC Filing
- 0001085146-24-002373 ↗ filed May 9, 2024
Holdings Value
Holdings 1 stocks · $146.8M
| SCHD Schwab US DVD Equity ETF | 100.00% | 1,820,439 | $146.8M | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.