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Charles Schwab Trust Co: BETA position timeline

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

Charles Schwab Trust Co held 329,320 BETA 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 329,320 shares
    Change vs previous 13F -10,866 shares

    <0.01% of the 13F portfolio, value $5,516,110.

    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 340,186 shares
    Change vs previous 13F +75,454 shares

    <0.01% of the 13F portfolio, value $5,000,734.

    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 264,732 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,468,090.

    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).