StockDriftsStockDriftsTop 1 Charles Schwab Trust Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 100% | 2.06M | $63.3M | -17.35%(-433.44K) | $26.51(+22.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.84% | +21.96% |
| Top 20 Holdings Unweighted | +6.84% | +21.96% |
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