Charles R. Schwab

Charles R. Schwab

CHARLES SCHWAB TRUST CO

CIK: 0001789219

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Last Update On: Oct 28, 2025

SEC Filings

# Form Name Filing Date
01
13F-HR Institutional Holdings Report 10/10/2025
02
N-PX N-PX 08/25/2025
03
13F-HR Institutional Holdings Report 07/17/2025
04
13F-HR Institutional Holdings Report 04/10/2025
05
13F-HR Institutional Holdings Report 01/16/2025

Frequently Asked Questions

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Explore Charles R. Schwab largest investments on Stocks.News, including companies like and their significance in his portfolio.

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Charles R. Schwab portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

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Charles R. Schwab currently invests in companies such as

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The largest holding in Charles R. Schwab portfolio is .

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As of Mar 31, 2025, Charles R. Schwab portfolio is valued at approximately $1.19 B, based on the latest filings available on Stocks.News.