13F Filings History of Charles Schwab Trust Bank

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$68,526,476
Signature - Title
Deborah Chaffee - Managing Director
Location
Henderson, NV
Summary
This page shows a list of all the recent 13F filings made by Charles Schwab Trust Bank. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Charles Schwab Trust Bank reported 1 stock holding with total value $68,526,476 as of Q4 2025.

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Holdings Value

List of Other Managers Reporting for Charles Schwab Trust Bank:

Name Holdings Value Location File Number
JPMORGAN CHASE & CO $1,485,712,373,003 New York, NY 028-00694
AMERICAN CENTURY INVESTMENT MANAGEMENT INC Kansas City, MO 028-01091
DODGE & COX $185,255,649,932 San Francisco, CA 028-00400
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST Philadelphia, PA 028-05267
PEREGRINE CAPITAL MANAGEMENT LLC $3,261,520,135 Minneapolis, MN 028-01523
ALLIANCEBERNSTEIN L.P. $316,671,377,103 Nashville, TN 028-10562
BROWN ADVISORY INC $71,677,853,158 Baltimore, MD 028-13997
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1 $68,526,476 +$13,179,347 $0 +$13,179,347 SCHD 13F-HR 12 Feb 2026, 21:18
Q3 2025 1 $55,084,821 $0 -$42,659,199 -$42,659,199 SCHD 13F-HR 21 Oct 2025, 17:23
Q2 2025 1 $94,879,726 +$18,386,469 $0 +$18,386,469 SCHD 13F-HR 25 Jul 2025, 13:45
Q1 2025 1 $80,707,602 $0 -$29,892,371 -$29,892,371 SCHD 13F-HR 29 Apr 2025, 18:55
Q4 2024 1 $137,471,900 +$80,952,292 $0 +$80,952,292 SCHD 13F-HR 19 Feb 2025, 09:59
Q3 2024 1 $137,471,900 $0 -$13,515,755 -$13,515,755 SCHD 13F-HR 14 Nov 2024, 11:05
Q2 2024 1 $138,895,068 $0 -$2,662,269 -$2,662,269 SCHD 13F-HR 01 Aug 2024, 18:08
Q1 2024 1 $146,781,997 $0 $0 $0 SCHD 13F-HR 09 May 2024, 17:04
Q4 2023 0 $0 13F-NT 29 Jan 2024, 18:52
Q3 2023 0 $0 13F-NT 09 Nov 2023, 18:46
Q2 2023 0 $0 13F-NT 20 Jul 2023, 10:25
Q1 2023 0 $0 13F-NT 12 May 2023, 16:41
Q4 2022 0 $0 13F-NT 09 Feb 2023, 19:39
Q3 2022 0 $0 13F-NT 18 Oct 2022, 08:07
Q2 2022 0 $0 13F-NT 08 Jul 2022, 18:09
Q1 2022 0 $0 13F-NT 05 May 2022, 19:24
Q4 2021 0 $0 13F-NT 31 Jan 2022, 14:14
Q3 2021 0 $0 13F-NT 14 Oct 2021, 17:12
Q2 2021 0 $0 13F-NT 12 Aug 2021, 21:45
Q1 2021 0 $0 13F-NT 30 Apr 2021, 17:10
Q4 2020 0 $0 13F-NT 15 Jan 2021, 18:46
Q3 2020 0 $0 13F-NT 29 Oct 2020, 21:25
Q2 2020 0 $0 13F-NT 20 Jul 2020, 17:07
Q1 2020 0 $0 13F-NT 16 Apr 2020, 11:33
Q4 2019 0 $0 13F-NT 10 Jan 2020, 18:15
Q3 2019 0 $0 13F-NT 17 Oct 2019, 08:46
Q2 2019 0 $0 13F-NT 31 Jul 2019, 17:09
Q1 2019 0 $0 13F-NT 14 May 2019, 16:52