Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Charles Schwab Trust Bank (CIK 1776551) reported $62.2M across 1 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHD ($62.2M, 100.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $62.2M | 100.00% | 2.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30