Charles Schwab Trust Co - Portfolio overview

Charles Schwab Trust Co has 191 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 9.59%
2. VOO - VANGUARD INDEX FDS, 8.12%
3. SCHX - SCHWAB STRATEGIC TR, 6.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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