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Charles Schwab Trust Co

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Filer group, 4 members, built by the linking rules

Charles Schwab Trust Co is a filer group of 4 members, 4 of them filing 13F reports, with 187 filings between them.

Members

Each member with the evidence that put it in the group. A member counts only inside the quarters shown (method).

MemberKindQuartersEvidence
Charles Schwab Investment Advisory, Inc.CIK 150190213F filerfrom Q4 2019
Charles Schwab Trust BankCIK 177655113F filerall
Charles Schwab Trust CoCIK 178921913F filerall
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 88454613F filerfrom Q1 2020

Filings of the group

The union of the members' filings: 13F reports and notices, 13D and 13G naming a member, and Forms 3, 4 and 5 with a member as reporting owner. The newest 100 of 187.

FilingSubjectFiledAcceptedIngested
13F-HR 0001752724-26-000057 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001776551-26-000004 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0001789219-26-000004 Quarter ended 2026-06-302026-07-10acceptance time not in the bulk data set
13F-HR 0001752724-26-000037 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001776551-26-000003 Quarter ended 2026-03-312026-05-11acceptance time not in the bulk data set
13F-HR 0001789219-26-000003 Quarter ended 2026-03-312026-04-10acceptance time not in the bulk data set
13F-HR 0001752724-26-000003 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001776551-26-000002 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0001789219-26-000002 Quarter ended 2025-12-312026-01-09acceptance time not in the bulk data set
13F-HR 0001752724-25-215019 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001776551-25-000003 Quarter ended 2025-09-302025-10-21acceptance time not in the bulk data set
13F-HR 0001085146-25-005907 Quarter ended 2025-09-302025-10-10acceptance time not in the bulk data set
13F-HR/A 0001752724-25-215014 Quarter ended 2025-03-312025-09-15acceptance time not in the bulk data set
13F-HR 0001752724-25-186359 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001085146-25-004167 Quarter ended 2025-06-302025-07-25acceptance time not in the bulk data set
13F-HR 0001085146-25-003921 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001752724-25-099334 Quarter ended 2025-03-312025-05-09acceptance time not in the bulk data set
13F-HR 0001085146-25-002479 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001085146-25-002017 Quarter ended 2025-03-312025-04-10acceptance time not in the bulk data set
13F-HR 0001085146-25-001751 Quarter ended 2024-12-312025-02-19acceptance time not in the bulk data set
13F-HR/A 0001752724-25-024193 Quarter ended 2024-06-302025-02-14acceptance time not in the bulk data set
13F-HR 0001085146-25-000856 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0001752724-25-020817 Quarter ended 2024-12-312025-02-06acceptance time not in the bulk data set
13F-HR 0001085146-25-000294 Quarter ended 2024-12-312025-01-16acceptance time not in the bulk data set
13F-HR 0001085146-24-005776 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001752724-24-247180 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001085146-24-005512 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001085146-24-004756 Quarter ended 2024-09-302024-10-09acceptance time not in the bulk data set
13F-HR 0001085146-24-003792 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0001752724-24-173283 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001085146-24-003428 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0001085146-24-003078 Quarter ended 2024-06-302024-07-18acceptance time not in the bulk data set
13F-HR 0001085146-24-002373 Quarter ended 2024-03-312024-05-09acceptance time not in the bulk data set
13F-HR 0001085146-24-002333 Quarter ended 2024-03-312024-05-09acceptance time not in the bulk data set
13F-HR 0001085146-24-002332 Quarter ended 2024-03-312024-05-09acceptance time not in the bulk data set
13F-HR 0001085146-24-001789 Quarter ended 2024-03-312024-04-12acceptance time not in the bulk data set
13F-HR 0001085146-24-000789 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-HR 0001085146-24-000790 Quarter ended 2023-12-312024-02-06acceptance time not in the bulk data set
13F-NT 0001085146-24-000545 Quarter ended 2023-12-312024-01-30acceptance time not in the bulk data set
13F-HR 0001085146-24-000120 Quarter ended 2023-12-312024-01-10acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000008 Quarter ended 2022-12-312024-01-04acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000009 Quarter ended 2023-03-312024-01-04acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000005 Quarter ended 2022-03-312024-01-04acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000006 Quarter ended 2022-06-302024-01-04acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000007 Quarter ended 2022-09-302024-01-04acceptance time not in the bulk data set
13F-HR/A 0001085146-24-000010 Quarter ended 2023-06-302024-01-04acceptance time not in the bulk data set
13F-NT 0001085146-23-004235 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001085146-23-004202 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001085146-23-004201 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001085146-23-003806 Quarter ended 2023-09-302023-10-19acceptance time not in the bulk data set
13F-HR 0001085146-23-003189 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0001085146-23-003188 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0001085146-23-002845 Quarter ended 2023-06-302023-07-24acceptance time not in the bulk data set
13F-NT 0001085146-23-002783 Quarter ended 2023-06-302023-07-20acceptance time not in the bulk data set
13F-HR 0001085146-23-002265 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-NT 0001085146-23-002291 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001085146-23-002266 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001085146-23-001600 Quarter ended 2023-03-312023-04-11acceptance time not in the bulk data set
13F-HR 0001085146-23-001128 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0001085146-23-001129 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-NT 0001085146-23-000939 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001085146-23-000390 Quarter ended 2022-12-312023-01-26acceptance time not in the bulk data set
13F-HR 0001085146-22-004055 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001085146-22-004039 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001085146-22-003478 Quarter ended 2022-09-302022-10-19acceptance time not in the bulk data set
13F-NT 0001085146-22-003463 Quarter ended 2022-09-302022-10-18acceptance time not in the bulk data set
13F-HR 0001085146-22-003096 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001085146-22-003095 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001085146-22-002539 Quarter ended 2022-06-302022-07-22acceptance time not in the bulk data set
13F-NT 0001085146-22-002333 Quarter ended 2022-06-302022-07-11acceptance time not in the bulk data set
13F-HR 0001085146-22-002077 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001085146-22-002078 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-NT 0001085146-22-001774 Quarter ended 2022-03-312022-05-06acceptance time not in the bulk data set
13F-HR 0001085146-22-001395 Quarter ended 2022-03-312022-04-14acceptance time not in the bulk data set
13F-HR 0001085146-22-000878 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001085146-22-000879 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-NT 0001085146-22-000404 Quarter ended 2021-12-312022-01-31acceptance time not in the bulk data set
13F-HR 0001085146-22-000116 Quarter ended 2021-12-312022-01-14acceptance time not in the bulk data set
13F-HR 0001085146-21-003392 Quarter ended 2021-09-302021-11-16acceptance time not in the bulk data set
13F-HR 0001085146-21-003391 Quarter ended 2021-09-302021-11-16acceptance time not in the bulk data set
13F-NT 0001085146-21-002784 Quarter ended 2021-09-302021-10-14acceptance time not in the bulk data set
13F-HR 0001085146-21-002683 Quarter ended 2021-09-302021-10-08acceptance time not in the bulk data set
13F-HR 0001085146-21-002562 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001085146-21-002563 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-NT 0001085146-21-002421 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001085146-21-002213 Quarter ended 2021-06-302021-08-04acceptance time not in the bulk data set
13F-HR 0001085146-21-001719 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001085146-21-001720 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-NT 0001085146-21-001403 Quarter ended 2021-03-312021-04-30acceptance time not in the bulk data set
13F-HR 0001085146-21-001179 Quarter ended 2021-03-312021-04-14acceptance time not in the bulk data set
13F-HR 0001085146-21-000774 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001085146-21-000775 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-NT 0001085146-21-000126 Quarter ended 2020-12-312021-01-19acceptance time not in the bulk data set
13F-HR 0001085146-21-000112 Quarter ended 2020-12-312021-01-14acceptance time not in the bulk data set
13F-HR 0001085146-20-002919 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001085146-20-002920 Quarter ended 2020-09-302020-11-13acceptance time not in the bulk data set
13F-HR 0001085146-20-002706 Quarter ended 2020-09-302020-10-30acceptance time not in the bulk data set
13F-NT 0001085146-20-002702 Quarter ended 2020-09-302020-10-30acceptance time not in the bulk data set
13F-HR/A 0001085146-20-002365 Quarter ended 2020-06-302020-08-20acceptance time not in the bulk data set
13F-HR 0001085146-20-002231 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set