• HENDERSON, NV • Trust How do I update this listing?
Charles Schwab Trust Company is based out of Henderson. Their last reported 13F filing for Q2 2021 included $508,099,000 in managed 13F securities and a top 10 holdings concentration of 39.99%. Charles Schwab Trust Company's largest holding is Schwab U.S. Large-Cap ETF with shares held of 278,303. Whalewisdom has at least 8 13F filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2021-05-17
|Performance for Q1 2021:||4.98%|
|Performance Last 4 Quarters:||34.26%|
|Charles Schwab Investment Advisory, Inc.|