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Charles Schwab Trust Co: BNDX position timeline

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

Charles Schwab Trust Co held 354,840 BNDX 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 354,840 shares
    Change vs previous 13F -17,968 shares

    <0.01% of the 13F portfolio, value $17,184,890.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 348,330 shares
    • Charles Schwab Trust Co: 6,510 shares

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

  2. period ended2026-03-31
    13F 372,808 shares
    Change vs previous 13F -13,078 shares

    <0.01% of the 13F portfolio, value $17,913,425.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 366,298 shares
    • Charles Schwab Trust Co: 6,510 shares

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

  3. period ended2025-12-31
    13F 385,886 shares
    Change vs previous 13F -15,174 shares

    <0.01% of the 13F portfolio, value $18,646,012.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 378,950 shares
    • Charles Schwab Trust Co: 6,936 shares

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

  4. period ended2025-09-30
    13F 401,060 shares
    Change vs previous 13F -12,438 shares

    <0.01% of the 13F portfolio, value $19,836,428.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 394,550 shares
    • Charles Schwab Trust Co: 6,510 shares

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

  5. period ended2025-06-30
    13F 413,498 shares
    Change vs previous 13F -18,062 shares

    <0.01% of the 13F portfolio, value $20,472,264.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 406,974 shares
    • Charles Schwab Trust Co: 6,524 shares

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

  6. period ended2025-03-31
    13F/A 431,560 shares
    Change vs previous 13F -30,660 shares

    <0.01% of the 13F portfolio, value $21,068,759.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 424,882 shares
    • Charles Schwab Trust Co: 6,678 shares

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

  7. period ended2024-12-31
    13F 462,220 shares
    Change vs previous 13F -30,133 shares

    <0.01% of the 13F portfolio, value $22,671,872.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 452,276 shares
    • Charles Schwab Trust Co: 9,944 shares

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

  8. period ended2024-09-30
    13F 492,353 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,755,497.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 483,608 shares
    • Charles Schwab Trust Co: 8,745 shares

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