Trivant Custom Portfolio Group, LLC

SEC CIK: 0001977992
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

SCHW holding history

Schwab Charles Corp in every 13F filed by Trivant Custom Portfolio Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overview All 13F holders of SCHW Full Q2 2026 holdings

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of SCHW by Trivant Custom Portfolio Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−48,409−100.0%	Sold out	Holders
Q2 2023	48,409	$2.74M	1.9%	+6,771+16.3%	Added	Holders
Q1 2023	41,638	$2.18M	1.6%	–	No prior filing	Holders