Charles Schwab Trust Bank

Est. AUM

$63.35B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$63.35B	2064792	100.00%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.