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Charles Schwab Trust Co: ALHC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on ALHC, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 1,653,362 ALHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,653,362 shares
    Change vs previous 13F +251,704 shares

    0.01% of the 13F portfolio, value $39,366,549.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,401,658 shares
    Change vs previous 13F +125,314 shares

    <0.01% of the 13F portfolio, value $24,697,214.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,276,344 shares
    Change vs previous 13F +58,419 shares

    <0.01% of the 13F portfolio, value $25,207,792.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,217,925 shares
    Change vs previous 13F +289,929 shares

    <0.01% of the 13F portfolio, value $21,252,791.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 927,996 shares
    Change vs previous 13F +104,838 shares

    <0.01% of the 13F portfolio, value $12,991,944.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 823,158 shares
    Change vs previous 13F -24,816 shares

    <0.01% of the 13F portfolio, value $15,327,196.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 847,974 shares
    Change vs previous 13F +8,279 shares

    <0.01% of the 13F portfolio, value $9,539,708.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 839,695 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,925,195.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).