| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 17 | Q3 2023 | 10.5% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 5.8% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 4.8% |
| VANGUARD TAX-MANAGED INTL FD | 17 | Q3 2023 | 6.7% |
| TENNANT CO | 17 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 17 | Q3 2023 | 4.2% |
View Charles Schwab Trust Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-14 |
View Charles Schwab Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.