13FBOX
Charles Schwab Trust Bank · 13F Holdings
Options Calculator Rankings
Home › Institution › Charles Schwab Trust Bank

Charles Schwab Trust Bank

No.9455 Data as of 2026Q2
Latest AUM (Q2 2026)
$62.2M
QoQ Change Q1 2026
-$1.1M-1.7%
Holdings
1
New Buys
0
Adds
0
Reduces
1
Exits
0
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSCHWAB STRATEGIC TRSCHD
100%100%$62.2M2.0M$63.3M2.1M-101,698-4.93%Reduce

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2024–Q2 2026 · 10 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-13 11:40 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

Contact: service13f@outlook.com