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Deborah Chaffee

Charles Schwab Trust Bank

Assets Managed
$63.348M
Holdings
1
Last Quarter
2026 - Q1
Filed Date
1mo 28d ago
Growth Rate
-7.55%(2Q avg: 8.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Charles Schwab Trust Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1 positions.

Assets under management

The assets under management (AUM) of Charles Schwab Trust Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 63.348M in assets, with a quarterly growth rate of -7.55% and a 2-quarter average growth rate of 8.43%. The portfolio is managed by Deborah Chaffee, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -17.34%
100%
$63.348M
2.065M shares@ $30.69 avg price

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