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Disclosery

Charles Schwab Trust Co: BND position timeline

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

Charles Schwab Trust Co held 656,583 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 656,583 shares
    Change vs previous 13F +75,668 shares

    2.69% of the 13F portfolio, value $48,199,758.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 580,915 shares
    Change vs previous 13F +78,641 shares

    2.77% of the 13F portfolio, value $42,778,581.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 502,274 shares
    Change vs previous 13F +22,472 shares

    2.44% of the 13F portfolio, value $37,203,435.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 479,802 shares
    Change vs previous 13F -6,989 shares

    2.42% of the 13F portfolio, value $35,682,875.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 486,791 shares
    Change vs previous 13F +1,634 shares

    2.69% of the 13F portfolio, value $35,842,421.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 485,157 shares
    Change vs previous 13F +204,146 shares

    2.98% of the 13F portfolio, value $35,634,782.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    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 281,011 shares
    Change vs previous 13F +89,659 shares

    1.74% of the 13F portfolio, value $20,207,501.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    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 191,352 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $14,372,449.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 191,352 shares

    Acceptance time not in the bulk data set (spec §4.2).