Charles Schwab Trust Bank

**Charles Schwab Trust Bank** manages $69M AUM with a highly concentrated, single-position strategy. The portfolio is overwhelmingly weighted toward Schwab Dividend Equity ETF (SCHD), representing $68.5M, or approximately 99.3% of total assets. This structure indicates a deep conviction in the dividend growth sector, prioritizing capital preservation and income generation via a single, established holding.

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