Charles Schwab Trust Co: BGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on BGS, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 2,565,830 BGS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,565,830 sharesChange vs previous 13F -628,065 shares
<0.01% of the 13F portfolio, value $10,212,003.
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 3,193,895 sharesChange vs previous 13F -183,486 shares
<0.01% of the 13F portfolio, value $15,362,635.
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 3,377,381 sharesChange vs previous 13F +705,958 shares
<0.01% of the 13F portfolio, value $14,522,738.
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 2,671,423 sharesChange vs previous 13F +791,853 shares
<0.01% of the 13F portfolio, value $11,834,404.
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 1,879,570 sharesChange vs previous 13F +538,734 shares
<0.01% of the 13F portfolio, value $7,950,581.
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 1,340,836 sharesChange vs previous 13F +321,414 shares
<0.01% of the 13F portfolio, value $9,211,246.
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 1,019,422 sharesChange vs previous 13F -382,880 shares
<0.01% of the 13F portfolio, value $7,023,818.
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 1,402,302 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,452,442.
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).