Charles Schwab Trust Bank

13F Filings History

Latest 13F report
Q4 2024 - Feb 19, 2025
Value $
$137M
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 $137M as of Q4 2024.
Holdings Value

List of Other Managers Reporting for Charles Schwab Trust Bank:

Name Holdings Value Location File Number
ALLIANCEBERNSTEIN L.P. $295B Nashville, TN 028-10562
DODGE & COX $172B San Francisco, CA 028-00400
MACQUARIE GROUP LTD $82.4B Sydney, Nsw 2000, Australia 028-13120
BROWN ADVISORY INC $78.8B Baltimore, MD 028-13997
PEREGRINE CAPITAL MANAGEMENT LLC $3.38B Minneapolis, MN 028-01523
Wellington Management Co LLP Boston, MA 028-16899