Charles Schwab Trust Bank Portfolio Holdings

Charles Schwab Trust Bank

  • $137 Billion
  • Q4 2024

Charles Schwab Trust Bank has filed its 13F form on February 19, 2025 for Q4 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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$137 Billion 100.0% of portfolio
3,955,650
Q4 2024 Added 143.23%

Summary

  • Portfolio
  • No. of Stocks 1
  • Current Value $137 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 19, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Charles Schwab Trust Bank Portfolio

Follow Charles Schwab Trust Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Schwab Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on Charles Schwab Trust Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email