// Filing Digest — factual summary, not investment analysis

Charles Schwab Trust Bank Discloses Strategic Dividend Equity Position

2h ago

Charles Schwab Trust Bank has filed a Form 13F-HR, disclosing its equity portfolio as of September 30, 2026. The filing indicates the bank holds a single equity position.

The disclosed holding is a position in SCHWAB STRATEGIC TR US DIVIDEND EQ, identified by the ticker symbol BBG0025RWLM4. The total value of this holding is reported as 1,849,286 shares. The bank reports sole voting and dispositive power over these shares.

Source: the original filing or story →

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