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Charles Schwab Trust Co: BBT position timeline

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

Charles Schwab Trust Co held 1,054,300 BBT 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 1,054,300 shares
    Change vs previous 13F -35,923 shares

    <0.01% of the 13F portfolio, value $32,103,435.

    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 1,090,223 shares
    Change vs previous 13F -28,118 shares

    <0.01% of the 13F portfolio, value $32,706,690.

    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 1,118,341 shares
    Change vs previous 13F +55,910 shares

    <0.01% of the 13F portfolio, value $29,490,652.

    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 1,062,431 shares
    Change vs previous 13F +539,095 shares

    <0.01% of the 13F portfolio, value $25,190,239.

    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 523,336 shares
    Change vs previous 13F +38,979 shares

    <0.01% of the 13F portfolio, value $13,104,333.

    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 484,357 shares
    Change vs previous 13F +61,050 shares

    <0.01% of the 13F portfolio, value $12,636,874.

    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 423,307 shares
    Change vs previous 13F +15,383 shares

    <0.01% of the 13F portfolio, value $12,034,618.

    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 407,924 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,985,393.

    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).