0001085146-21-002683.txt : 20211008
0001085146-21-002683.hdr.sgml : 20211008
20211007181916
ACCESSION NUMBER: 0001085146-21-002683
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211008
DATE AS OF CHANGE: 20211007
EFFECTIVENESS DATE: 20211008
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Charles Schwab Trust Co
CENTRAL INDEX KEY: 0001789219
IRS NUMBER: 473979737
STATE OF INCORPORATION: NV
FISCAL YEAR END: 1219
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19636
FILM NUMBER: 211313333
BUSINESS ADDRESS:
STREET 1: 2360 CORPORATE CIRCLE
CITY: HENDERSON
STATE: NV
ZIP: 89074
BUSINESS PHONE: 702-820-3658
MAIL ADDRESS:
STREET 1: 2360 CORPORATE CIRCLE
CITY: HENDERSON
STATE: NV
ZIP: 89074
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001789219
XXXXXXXX
09-30-2021
09-30-2021
false
Charles Schwab Trust Co
2360 CORPORATE CIRCLE
HENDERSON
NV
89074
13F COMBINATION REPORT
028-19636
0001501902
028-14153
Charles Schwab Investment Advisory, Inc.
N
Matt Conway
Trust Investment Officer
480-215-2569
/s/ Matt Conway
Phoenix
AZ
10-07-2021
0
173
508618
false
INFORMATION TABLE
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infotable.xml
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PHYSCL PM BASKET
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COM
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SOLE
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AFLAC INC
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AIR PRODS & CHEMS INC
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ALPHABET INC
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518
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SOLE
518
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0
ALPHABET INC
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COM
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APPLE INC
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SCHWAB STRATEGIC TR
US LRG CAP ETF
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SCHWAB STRATEGIC TR
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SPDR SER TR
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FTSE SMCAP ETF
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VISA INC
COM CL A
92826C839
545
2445
SH
SOLE
2445
0
0
WALMART INC
COM
931142103
896
6429
SH
SOLE
6429
0
0
ZOETIS INC
CL A
98978V103
245
1261
SH
SOLE
1261
0
0