Position in TRI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$540,328
-$64,337 QoQ
Shares Held
6,616
-1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#233
of 412 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Charles Schwab Trust Co holds $744,424 across 2 Specialty Business Services names. TRI ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
6,616 | $540,328 | |
| 2 | CTAS |
Cintas Corp
|
1,200 | $204,096 |
All Filings in TRI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,328 | 6,616 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $604,665 | 6,720 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $886,300 | 6,720 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,043,817 | 6,720 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||