CSTB

Charles Schwab Trust Bank Portfolio holdings

AUM $63.3M
1-Year Est. Return 9.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.5M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHD icon
1
Schwab US Dividend Equity ETF
SCHD
$94.4B
$68.5M 100%
2,498,231
+480,472