Charles Schwab Trust Co: BAH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on BAH, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 3,993,220 BAH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 3,993,220 sharesChange vs previous 13F +381,771 shares
0.03% of the 13F portfolio, value $242,268,657.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,611,449 sharesChange vs previous 13F +2,755,464 shares
0.04% of the 13F portfolio, value $281,801,365.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 855,985 sharesChange vs previous 13F +27,636 shares
0.01% of the 13F portfolio, value $72,210,895.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 828,349 sharesChange vs previous 13F -6,397 shares
0.01% of the 13F portfolio, value $82,793,483.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 834,746 sharesChange vs previous 13F +24,916 shares
0.02% of the 13F portfolio, value $86,922,101.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 809,830 sharesChange vs previous 13F +5,403 shares
0.02% of the 13F portfolio, value $84,692,021.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 804,427 sharesChange vs previous 13F -3,784 shares
0.02% of the 13F portfolio, value $103,529,755.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 808,211 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $131,544,406.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).