$828 Million is the total value of Charles Schwab Trust Co's 138 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $124,651,285 | +14.4% | 1,251,017 | +11.4% | 15.05% | +4.9% |
| VOO | Buy | VANGUARD INDEX FDS | $72,488,621 | +17.2% | 192,753 | +9.5% | 8.75% | +7.5% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $43,004,074 | +10.9% | 889,065 | +3.5% | 5.19% | +1.7% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $40,887,835 | +7.4% | 871,623 | +4.5% | 4.94% | -1.5% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $36,843,453 | +17.8% | 815,662 | +9.4% | 4.45% | +8.0% |
| FNDX | Buy | SCHWAB STRATEGIC TRschwab fdt us lg | $35,602,384 | +24.2% | 648,259 | +20.8% | 4.30% | +13.9% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $34,308,728 | +14.4% | 985,883 | +5.9% | 4.14% | +5.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $28,223,677 | -0.1% | 68,657 | -6.7% | 3.41% | -8.4% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $27,885,939 | +0.4% | 476,357 | -0.8% | 3.37% | -7.9% |
| IUSG | Buy | ISHARES TRcore s&p us gwt | $25,394,434 | +49.9% | 286,070 | +37.6% | 3.07% | +37.4% |
| USRT | Buy | ISHARES TRcre u s reit etf | $21,182,515 | +44.9% | 420,288 | +42.2% | 2.56% | +32.9% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $18,557,835 | -0.6% | 251,359 | -3.3% | 2.24% | -8.8% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $18,214,744 | +17.5% | 582,499 | +9.3% | 2.20% | +7.8% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $16,653,411 | +10.9% | 255,538 | -5.4% | 2.01% | +1.7% |
| PRF | Buy | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $13,415,978 | +7.1% | 85,572 | +6.0% | 1.62% | -1.8% |
| TNC | TENNANT CO | $12,619,800 | +11.3% | 184,150 | 0.0% | 1.52% | +2.1% | |
| PXF | Buy | INVESCO EXCH TRADED FD TR IIftse rafi dev | $12,411,438 | +13.7% | 281,694 | +7.2% | 1.50% | +4.3% |
| TIP | Sell | ISHARES TRtips bd etf | $12,378,980 | +1.1% | 112,281 | -2.4% | 1.50% | -7.3% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $11,477,808 | -22.6% | 588,606 | -23.4% | 1.39% | -29.0% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $10,724,286 | +23.2% | 219,805 | +21.9% | 1.30% | +13.0% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $10,481,531 | +1.2% | 55,294 | -2.0% | 1.27% | -7.1% |
| IEFA | Sell | ISHARES TRcore msci eafe | $9,936,317 | -1.9% | 148,636 | -9.5% | 1.20% | -10.0% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $8,576,782 | +19.3% | 204,550 | +15.3% | 1.04% | +9.4% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $6,834,062 | +30.9% | 202,731 | +22.2% | 0.82% | +20.1% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $6,827,717 | +29.7% | 278,455 | +25.2% | 0.82% | +18.9% |
| SCZ | Sell | ISHARES TReafe sml cp etf | $6,766,168 | -1.6% | 113,698 | -6.6% | 0.82% | -9.7% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $6,747,547 | -7.1% | 92,230 | -4.1% | 0.82% | -14.7% |
| SCHI | Sell | SCHWAB STRATEGIC TR5 10yr corp bd | $6,548,886 | -6.8% | 146,688 | -10.0% | 0.79% | -14.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $6,084,159 | +0.2% | 150,598 | -3.3% | 0.74% | -8.1% |
| FNDE | Buy | SCHWAB STRATEGIC TRschwb fdt emk lg | $5,997,231 | +5.5% | 230,220 | +0.4% | 0.72% | -3.2% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $5,679,205 | +20.7% | 116,688 | +15.9% | 0.69% | +10.8% |
| SCHY | Sell | SCHWAB STRATEGIC TRinternl divid | $5,169,322 | -4.9% | 218,761 | -9.8% | 0.62% | -12.8% |
| AAPL | Sell | APPLE INC | $4,916,194 | -11.7% | 29,813 | -30.4% | 0.59% | -19.0% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $4,727,047 | +5.8% | 23,160 | -0.9% | 0.57% | -2.9% |
| MSFT | Sell | MICROSOFT CORP | $4,565,777 | -10.5% | 15,837 | -25.6% | 0.55% | -18.0% |
| JNK | Sell | SPDR SER TRbloomberg high y | $4,204,282 | -7.3% | 45,295 | -10.1% | 0.51% | -14.9% |
| FNDC | Buy | SCHWAB STRATEGIC TRschwb fdt int sc | $4,083,571 | +13.0% | 123,259 | +6.6% | 0.49% | +3.6% |
| PGX | Sell | INVESCO EXCH TRADED FD TR IIpfd etf | $3,261,732 | -13.6% | 284,123 | -15.8% | 0.39% | -20.7% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $3,244,097 | +21.2% | 40,440 | +17.1% | 0.39% | +11.4% |
| ABBV | Buy | ABBVIE INC | $3,135,605 | +7.1% | 19,675 | +8.6% | 0.38% | -1.8% |
| JPM | Sell | JPMORGAN CHASE & CO | $3,130,498 | -12.4% | 24,023 | -9.9% | 0.38% | -19.7% |
| DE | DEERE & CO | $3,096,600 | -3.7% | 7,500 | 0.0% | 0.37% | -11.6% | |
| PRFZ | Sell | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $2,682,334 | -17.2% | 16,304 | -20.3% | 0.32% | -23.9% |
| CVX | Sell | CHEVRON CORP NEW | $2,589,512 | -16.1% | 15,871 | -7.7% | 0.31% | -23.1% |
| NVDA | Sell | NVIDIA CORPORATION | $2,564,373 | -1.4% | 9,232 | -48.1% | 0.31% | -9.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,345,405 | -43.7% | 15,132 | -35.8% | 0.28% | -48.4% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $2,327,936 | -7.5% | 111,920 | -8.7% | 0.28% | -15.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $2,320,897 | -12.4% | 24,001 | -14.3% | 0.28% | -19.8% |
| OKE | ONEOK INC NEW | $2,193,464 | -3.3% | 34,521 | 0.0% | 0.26% | -11.4% | |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $2,052,888 | +20.8% | 38,293 | +16.7% | 0.25% | +10.7% |
| HD | Sell | HOME DEPOT INC | $1,957,885 | -25.9% | 6,634 | -20.7% | 0.24% | -32.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,785,227 | -3.9% | 8,464 | -7.1% | 0.22% | -11.8% |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,696,916 | +7.4% | 65,518 | 0.0% | 0.20% | -1.4% | |
| MDT | Sell | MEDTRONIC PLC | $1,653,677 | +1.5% | 20,512 | -2.1% | 0.20% | -6.5% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,632,972 | +71.7% | 13,200 | +73.6% | 0.20% | +57.6% |
| WMT | Buy | WALMART INC | $1,590,225 | +11.2% | 10,785 | +6.9% | 0.19% | +2.1% |
| AVGO | Buy | BROADCOM INC | $1,567,282 | +25.7% | 2,443 | +9.6% | 0.19% | +15.2% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $1,545,583 | +5.3% | 4,253 | +0.7% | 0.19% | -3.1% |
| MRK | Buy | MERCK & CO INC | $1,506,763 | +3.3% | 14,163 | +7.7% | 0.18% | -5.2% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,497,160 | +6.6% | 28,000 | 0.0% | 0.18% | -2.2% | |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,494,096 | +6.5% | 30,623 | +1.9% | 0.18% | -2.7% |
| PXH | Buy | INVESCO EXCH TRADED FD TR IIftse rafi emng | $1,481,652 | +15.3% | 80,700 | +10.7% | 0.18% | +5.9% |
| CAT | CATERPILLAR INC | $1,428,095 | -4.5% | 6,241 | 0.0% | 0.17% | -12.7% | |
| PFE | Sell | PFIZER INC | $1,427,083 | -33.0% | 34,978 | -15.9% | 0.17% | -38.8% |
| UNP | Buy | UNION PAC CORP | $1,417,675 | -0.8% | 7,044 | +2.1% | 0.17% | -9.0% |
| HUBB | Buy | HUBBELL INC | $1,386,867 | +18.2% | 5,700 | +14.0% | 0.17% | +8.4% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,374,490 | -25.4% | 9,244 | -24.0% | 0.17% | -31.7% |
| MCD | Sell | MCDONALDS CORP | $1,230,564 | +4.7% | 4,401 | -1.3% | 0.15% | -3.9% |
| SCHJ | Sell | SCHWAB STRATEGIC TR1 5yr corp bd | $1,222,183 | -7.8% | 25,695 | -9.1% | 0.15% | -15.4% |
| ABT | Buy | ABBOTT LABS | $1,206,918 | +5.5% | 11,919 | +14.4% | 0.15% | -3.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,173,116 | -1.1% | 10,698 | -0.5% | 0.14% | -9.0% |
| SPTL | Sell | SPDR SER TRportfolio ln tsr | $1,165,782 | -13.2% | 37,752 | -18.4% | 0.14% | -20.3% |
| SCHQ | Buy | SCHWAB STRATEGIC TRlong term us | $1,158,675 | +18.9% | 30,931 | +11.8% | 0.14% | +9.4% |
| PKG | PACKAGING CORP AMER | $1,144,376 | +8.5% | 8,243 | 0.0% | 0.14% | -0.7% | |
| DIS | New | DISNEY WALT CO | $1,118,414 | – | 11,170 | +100.0% | 0.14% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,113,587 | – | 11,371 | +100.0% | 0.13% | – |
| PFF | Buy | ISHARES TRpfd and incm sec | $1,075,841 | +52.6% | 34,460 | +49.3% | 0.13% | +39.8% |
| AMZN | Sell | AMAZON COM INC | $1,063,887 | -16.4% | 10,300 | -32.0% | 0.13% | -23.8% |
| PDN | Buy | INVESCO EXCH TRADED FD TR IIftse rafi sml | $1,055,642 | +8.0% | 34,042 | +3.2% | 0.13% | -1.6% |
| PEP | Sell | PEPSICO INC | $983,326 | -2.8% | 5,394 | -3.6% | 0.12% | -10.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $981,569 | -52.9% | 2,077 | -47.1% | 0.12% | -56.6% |
| ORCL | Sell | ORACLE CORP | $927,527 | -8.1% | 9,982 | -19.1% | 0.11% | -15.8% |
| MMM | Sell | 3M CO | $922,445 | -29.3% | 8,776 | -19.3% | 0.11% | -35.5% |
| CSCO | Buy | CISCO SYS INC | $918,519 | +22.1% | 17,571 | +11.3% | 0.11% | +12.1% |
| FLT | FLEETCOR TECHNOLOGIES INC | $843,400 | +14.8% | 4,000 | 0.0% | 0.10% | +5.2% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $841,128 | +109.8% | 6,416 | +125.4% | 0.10% | +92.5% |
| COP | Buy | CONOCOPHILLIPS | $847,154 | -9.6% | 8,539 | +7.6% | 0.10% | -17.1% |
| CVS | Buy | CVS HEALTH CORP | $799,521 | -20.0% | 10,759 | +0.3% | 0.10% | -26.5% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $796,125 | +111.5% | 3,576 | +126.9% | 0.10% | +92.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $756,449 | -23.2% | 19,451 | -22.2% | 0.09% | -30.0% |
| USHY | Buy | ISHARES TRbroad usd high | $737,663 | +23.6% | 20,750 | +20.1% | 0.09% | +12.7% |
| PM | Sell | PHILIP MORRIS INTL INC | $723,832 | -19.9% | 7,443 | -16.7% | 0.09% | -26.9% |
| IVE | ISHARES TRs&p 500 val etf | $659,094 | +4.6% | 4,343 | 0.0% | 0.08% | -3.6% | |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $592,082 | +3.5% | 1,536 | -14.2% | 0.07% | -5.3% |
| ULTA | ULTA BEAUTY INC | $545,670 | +16.3% | 1,000 | 0.0% | 0.07% | +6.5% | |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $534,649 | -14.9% | 3,220 | -23.7% | 0.06% | -21.7% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $518,836 | -33.5% | 7,486 | -31.0% | 0.06% | -38.8% |
| PH | Sell | PARKER-HANNIFIN CORP | $504,165 | +12.9% | 1,500 | -2.2% | 0.06% | +3.4% |
| BA | Buy | BOEING CO | $508,770 | +13.7% | 2,395 | +1.9% | 0.06% | +3.4% |
| BNDX | Sell | VANGUARD CHARLOTTE FDStotal int bd etf | $499,620 | -12.5% | 10,213 | -15.2% | 0.06% | -20.0% |
| TGT | TARGET CORP | $493,743 | +11.1% | 2,981 | 0.0% | 0.06% | +3.4% | |
| COST | COSTCO WHSL CORP NEW | $483,246 | +8.8% | 973 | 0.0% | 0.06% | 0.0% | |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $481,850 | +32.5% | 6,321 | +30.7% | 0.06% | +20.8% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $451,148 | -23.9% | 1,102 | -28.9% | 0.05% | -30.8% |
| ALB | ALBEMARLE CORP | $442,080 | +1.9% | 2,000 | 0.0% | 0.05% | -7.0% | |
| SCHR | Sell | SCHWAB STRATEGIC TRint-trm u.s tres | $439,245 | -11.7% | 8,710 | -13.8% | 0.05% | -18.5% |
| ICLR | Sell | ICON PLC | $427,180 | +9.7% | 2,000 | -0.2% | 0.05% | +2.0% |
| BAC | Sell | BANK AMERICA CORP | $413,899 | -14.6% | 14,472 | -1.2% | 0.05% | -21.9% |
| MO | Sell | ALTRIA GROUP INC | $416,394 | -17.8% | 9,332 | -15.8% | 0.05% | -25.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $406,622 | -35.1% | 3,920 | -44.8% | 0.05% | -40.2% |
| INTC | Sell | INTEL CORP | $408,375 | -33.7% | 12,500 | -46.3% | 0.05% | -39.5% |
| CSX | Sell | CSX CORP | $402,354 | -22.5% | 13,439 | -19.9% | 0.05% | -27.9% |
| IEI | Buy | ISHARES TR3 7 yr treas bd | $408,010 | +14.7% | 3,468 | +12.1% | 0.05% | +4.3% |
| CWB | SPDR SER TRbbg conv sec etf | $382,232 | +4.2% | 5,699 | 0.0% | 0.05% | -4.2% | |
| AMGN | AMGEN INC | $373,020 | -8.0% | 1,543 | 0.0% | 0.04% | -15.1% | |
| IWR | ISHARES TRrus mid cap etf | $370,366 | +3.7% | 5,297 | 0.0% | 0.04% | -4.3% | |
| HON | Buy | HONEYWELL INTL INC | $360,901 | +26.1% | 1,888 | +41.4% | 0.04% | +15.8% |
| AXP | AMERICAN EXPRESS CO | $338,148 | +11.6% | 2,050 | 0.0% | 0.04% | +2.5% | |
| USB | US BANCORP DEL | $323,332 | -17.3% | 8,969 | 0.0% | 0.04% | -23.5% | |
| GOOG | Sell | ALPHABET INCcap stk cl c | $314,080 | -52.6% | 3,020 | -59.5% | 0.04% | -56.3% |
| EFA | Sell | ISHARES TRmsci eafe etf | $302,530 | -5.2% | 4,230 | -13.0% | 0.04% | -11.9% |
| IJJ | ISHARES TRs&p mc 400vl etf | $277,479 | +2.0% | 2,700 | 0.0% | 0.03% | -5.6% | |
| IAGG | Buy | ISHARES TRcore intl aggr | $272,260 | +17.1% | 5,562 | +13.7% | 0.03% | +6.5% |
| BDX | BECTON DICKINSON & CO | $259,917 | -2.7% | 1,050 | 0.0% | 0.03% | -11.4% | |
| IWD | New | ISHARES TRrus 1000 val etf | $252,904 | – | 1,661 | +100.0% | 0.03% | – |
| AMT | AMERICAN TOWER CORP NEW | $245,617 | -3.5% | 1,202 | 0.0% | 0.03% | -11.8% | |
| LLY | New | LILLY ELI & CO | $244,510 | – | 712 | +100.0% | 0.03% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $251,411 | – | 1,005 | +100.0% | 0.03% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $245,069 | – | 1,263 | +100.0% | 0.03% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $251,967 | – | 4,700 | +100.0% | 0.03% | – |
| IJT | Sell | ISHARES TRs&p sml 600 gwt | $232,083 | -25.7% | 2,111 | -27.0% | 0.03% | -31.7% |
| TXN | Sell | TEXAS INSTRS INC | $225,444 | -19.5% | 1,212 | -28.5% | 0.03% | -27.0% |
| ENTG | New | ENTEGRIS INC | $225,610 | – | 2,751 | +100.0% | 0.03% | – |
| IJS | ISHARES TRsp smcp600vl etf | $224,616 | +2.5% | 2,400 | 0.0% | 0.03% | -6.9% | |
| NEE | Sell | NEXTERA ENERGY INC | $226,924 | -52.2% | 2,944 | -48.1% | 0.03% | -56.5% |
| PPG | PPG INDS INC | $213,728 | +6.2% | 1,600 | 0.0% | 0.03% | 0.0% | |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $216,139 | -41.5% | 700 | -41.5% | 0.03% | -46.9% |
| KO | New | COCA COLA CO | $200,047 | – | 3,225 | +100.0% | 0.02% | – |
| CQP | Exit | CHENIERE ENERGY PARTNERS LP | $0 | – | -4,000 | -100.0% | -0.03% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -667 | -100.0% | -0.03% | – |
| OXY | Exit | OCCIDENTAL PETE CORP | $0 | – | -3,814 | -100.0% | -0.03% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -4,000 | -100.0% | -0.03% | – |
| V | Exit | VISA INC | $0 | – | -1,218 | -100.0% | -0.03% | – |
| DOW | Exit | DOW INC | $0 | – | -5,149 | -100.0% | -0.03% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,960 | -100.0% | -0.04% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,608 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,077 | -100.0% | -0.04% | – |
| FHLC | Exit | FIDELITY COVINGTON TRUSTmsci hlth care i | $0 | – | -4,480 | -100.0% | -0.04% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -605 | -100.0% | -0.04% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,494 | -100.0% | -0.04% | – |
| NSC | Exit | NORFOLK SOUTHN CORP | $0 | – | -1,600 | -100.0% | -0.05% | – |
| AFL | Exit | AFLAC INC | $0 | – | -5,694 | -100.0% | -0.05% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -2,002 | -100.0% | -0.07% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -1,493 | -100.0% | -0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-11
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.