Charles Schwab Trust Bank Portfolio Holdings

Charles Schwab Trust Bank

  • $137 Billion
  • Q3 2024

Charles Schwab Trust Bank has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 1 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $137B.

Examining the 13F form we can see an decrease of $1.42B in the current position value, from $139B to 137B.

Charles Schwab Trust Bank is based out at Henderson, NV

Below you can find more details about Charles Schwab Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $137 Billion
ETFs: $137 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1
  • Current Value $137 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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