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Charles Schwab Trust Co: ALTI position timeline

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

Charles Schwab Trust Co held 369,491 ALTI 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 369,491 shares
    Change vs previous 13F +22,501 shares

    <0.01% of the 13F portfolio, value $1,333,863.

    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 346,990 shares
    Change vs previous 13F -9,273 shares

    <0.01% of the 13F portfolio, value $1,256,104.

    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 356,263 shares
    Change vs previous 13F -5,781 shares

    <0.01% of the 13F portfolio, value $1,653,060.

    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 362,044 shares
    Change vs previous 13F -150,981 shares

    <0.01% of the 13F portfolio, value $1,288,877.

    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 513,025 shares
    Change vs previous 13F +53,327 shares

    <0.01% of the 13F portfolio, value $2,129,054.

    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 459,698 shares
    Change vs previous 13F -7,717 shares

    <0.01% of the 13F portfolio, value $1,397,482.

    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 467,415 shares
    Change vs previous 13F +34,798 shares

    <0.01% of the 13F portfolio, value $2,061,300.

    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 432,617 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,617,988.

    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).