CHARLES SCHWAB TRUST COMPANY

HENDERSON, NV How do I update this listing?

Charles Schwab Trust Company is based out of Henderson. Their last reported 13F filing for Q3 2019 included $214,650,000 in managed 13F securities and a top 10 holdings concentration of 34.98%. Charles Schwab Trust Company's largest holding is Tennant Co. with shares held of 184,150. Whalewisdom has at least 1 13F filings

Download 13F Summary to Excel Create Email Alert

09/30/2019

Top Sells

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 6.25%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

Elevate your investments