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Charles Schwab Trust Bank13F | |
Charles Schwab Trust Bank | |
Last update 2025-04-30 | 1 Stocks (0 new) |
Value $81.00 Mil | Turnover 0 % |
Charles Schwab Trust Bank Top Holdings of 2025-03-31
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Charles Schwab Trust Bank's Historical Top Holdings Breakdowns
Charles Schwab Trust Bank's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Reduce Reduce | -27.03% | 27.01 ($27.88) 28.54 | $27.37 | -1.82% | Reduce -27.03% | 2,886,538 | -1,069,112 | |
SCHD | Schwab US Dividend Equity ETF | 2024-12-31 | Reduce Reduce | -18.92% | 26.93 ($28.43) 29.53 | $27.37 | -3.72% | Reduce -18.92% | 3,955,650 | -923,277 | |
SCHD | Schwab US Dividend Equity ETF | 2024-09-30 | Add Add | +63.39% | 25.67 ($27.24) 28.35 | $27.37 | 0.49% | Add 173.15% | 4,878,927 | 1,030,908 | |
SCHD | Schwab US Dividend Equity ETF | 2024-06-30 | Reduce Reduce | -1.88% | 75.81 ($78.09) 80.15 | $27.37 | -64.95% | Reduce -1.88% | 1,786,202 | -34,237 |
Charles Schwab Trust Bank Total Holding History ($B)
Charles Schwab Trust Bank's Asset Allocation
Charles Schwab Trust Bank Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Top Ranked Articles
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Charles Schwab Trust Bank's Hypothetical Growth since 2025-03-31
Charles Schwab Trust Bank's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Charles Schwab Trust Bank's Holdings Heat Map
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Charles Schwab Trust Bank's Holdings Bubble Chart
Charles Schwab Trust Bank News
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