Skip to content
Disclosery

Charles Schwab Trust Co: BRSP position timeline

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

Charles Schwab Trust Co held 1,743,881 BRSP 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 1,743,881 shares
    Change vs previous 13F -334,589 shares

    <0.01% of the 13F portfolio, value $9,504,151.

    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 2,078,470 shares
    Change vs previous 13F -163,791 shares

    <0.01% of the 13F portfolio, value $11,639,432.

    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 2,242,261 shares
    Change vs previous 13F +305,264 shares

    <0.01% of the 13F portfolio, value $12,556,662.

    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).

  4. period ended2025-09-30
    13F 1,936,997 shares
    Change vs previous 13F +383,928 shares

    <0.01% of the 13F portfolio, value $10,517,894.

    13F-HR 0001752724-25-215019 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).

  5. period ended2025-06-30
    13F 1,553,069 shares
    Change vs previous 13F +204,007 shares

    <0.01% of the 13F portfolio, value $7,842,998.

    13F-HR 0001752724-25-186359 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).

  6. period ended2025-03-31
    13F/A 1,349,062 shares
    Change vs previous 13F +107,265 shares

    <0.01% of the 13F portfolio, value $7,500,785.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 1,241,797 shares
    Change vs previous 13F -143,145 shares

    <0.01% of the 13F portfolio, value $7,003,735.

    13F-HR 0001752724-25-020817 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).

  8. period ended2024-09-30
    13F 1,384,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,755,675.

    13F-HR 0001752724-24-247180 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).