Entity type
Company
Filer Snapshot
Charles Schwab Trust Co
CIK 0001789219. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
29
Latest filing
10 Apr 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$1.54B
165 holdings for Q1 2026
Open portfolioLargest parsed holding
SCHZ
$148.96M reported value
Open holding13D/G large stake
—
No recent parsed 13D/G stake row for this CIK.
Browse 13D/GInsider / owner context
—
No parsed Forms 3/4/5 owner position for this CIK.
Browse insider filingsSave this filer page
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 10 Apr 2026 for CIK 0001789219.
- Business address
- 2360 Corporate Circle, Henderson, NV, 89074
- Parsed ownership coverage
-
13F reported value
$1.54B
Latest parsed Form 13F reported market value.
Largest 13F symbols
SCHZ, VOO, SCHX, FNDX
Largest symbols in the latest parsed Form 13F holdings.
- Largest 13F holdings
- SCHZ VOO SCHX FNDX SCHF AGG VEA SCHG
+12 more
FNDF IUSG BND SCHH PRF SCHO NVDA USRT SCMB SCHA IVV PXF - State of incorporation
- NV
- Fiscal year end
- 19 December
Identity
SEC ownership signals
SEC record
Filer intelligence
What SEC filings say about Charles Schwab Trust Co
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $1.54B across 165 reported holdings for Q1 2026.
- Largest parsed 13F holding: SCHZ at $148.96M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
36%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$557.58M
Compared with $1.54B total 13F value.
Top 5 net change
+$19.66M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: VOO ยท Largest trim: VEA
SCHZ
VOO
SCHX
FNDX
SCHF
Other holdings
Latest update
What changed recently for Charles Schwab Trust Co
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
10 Apr 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 10 Apr 2026.
Benchmark Context
Benchmark context for this company
Charles Schwab Trust Co has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001789219 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
29
First seen
15 Nov 2019
Latest filing
10 Apr 2026
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Showing the latest 12 of 29 SEC filings for Charles Schwab Trust Co.
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 10 Apr 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 09 Jan 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 10 Oct 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-19636
N-PX filing
- Filing date
- 25 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 17 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 10 Apr 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 16 Jan 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 09 Oct 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-19636
N-PX filing
- Filing date
- 26 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 18 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 12 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19636
13F-HR filing
- Filing date
- 10 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing