Long-term investor
Charles Schwab Trust Co. @charlesschwabtrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001789219).
Record
- Tracked since 2025-06-30 (448 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524839 · 8.5% · long · since 2025-06-30
- 922908363 · 7.5% · long · since 2025-06-30
- 808524201 · 7.0% · long · since 2025-06-30
- 808524771 · 6.3% · long · since 2025-06-30
- 808524805 · 6.0% · long · since 2025-06-30
- 808524300 · 4.4% · long · since 2025-06-30
- 921943858 · 3.9% · long · since 2025-06-30
- 464287226 · 3.9% · long · since 2025-06-30
- 808524706 · 3.3% · long · since 2025-06-30
- 808524755 · 3.0% · long · since 2025-06-30
- 921937835 · 2.7% · long · since 2025-06-30
- 464287671 · 2.7% · long · since 2025-06-30