13F Insight
Viewing historical filing for 2025Q4. View latest →
DOSSIER · 13F-HR · Q3 2026

Charles Schwab Trust Co

$1.7B in tracked AUM across 186 positions as of Q3 2026.

CS
CIK 0001789219 · last filed Sep 30, 2026
Total AUM
$1.7B
as of Q3 2026
Holdings
186
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…