Charles Schwab Trust Co: BFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on BFC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 85,178 BFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 85,178 sharesChange vs previous 13F +1,211 shares
<0.01% of the 13F portfolio, value $12,636,156.
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 83,967 sharesChange vs previous 13F +9,203 shares
<0.01% of the 13F portfolio, value $11,340,583.
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 74,764 sharesChange vs previous 13F -771 shares
<0.01% of the 13F portfolio, value $9,107,750.
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 75,535 sharesChange vs previous 13F +352 shares
<0.01% of the 13F portfolio, value $9,163,151.
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 75,183 sharesChange vs previous 13F +477 shares
<0.01% of the 13F portfolio, value $8,845,280.
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 74,706 sharesChange vs previous 13F -857 shares
<0.01% of the 13F portfolio, value $7,525,882.
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 75,563 sharesChange vs previous 13F +693 shares
<0.01% of the 13F portfolio, value $7,487,538.
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 74,870 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,790,709.
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).