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Disclosery

Charles Schwab Trust Co: BANC position timeline

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

Charles Schwab Trust Co held 1,262,648 BANC 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 1,262,648 shares
    Change vs previous 13F -1,623 shares

    <0.01% of the 13F portfolio, value $25,795,899.

    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 1,264,271 shares
    Change vs previous 13F +8,746 shares

    <0.01% of the 13F portfolio, value $22,225,884.

    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 1,255,525 shares
    Change vs previous 13F +29,604 shares

    <0.01% of the 13F portfolio, value $24,219,077.

    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 1,225,921 shares
    Change vs previous 13F -125 shares

    <0.01% of the 13F portfolio, value $20,288,993.

    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 1,226,046 shares
    Change vs previous 13F -70,282 shares

    <0.01% of the 13F portfolio, value $17,225,946.

    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 1,296,328 shares
    Change vs previous 13F +43,800 shares

    <0.01% of the 13F portfolio, value $18,394,894.

    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 1,252,528 shares
    Change vs previous 13F +19,076 shares

    <0.01% of the 13F portfolio, value $19,364,083.

    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 1,233,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,168,748.

    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).