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Charles Schwab Trust Co: BRZE position timeline

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

Charles Schwab Trust Co held 831,016 BRZE 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 831,016 shares
    Change vs previous 13F +36,448 shares

    <0.01% of the 13F portfolio, value $18,024,737.

    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 794,568 shares
    Change vs previous 13F +73,077 shares

    <0.01% of the 13F portfolio, value $18,759,750.

    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 721,491 shares
    Change vs previous 13F +45,741 shares

    <0.01% of the 13F portfolio, value $24,739,926.

    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 675,750 shares
    Change vs previous 13F +87,850 shares

    <0.01% of the 13F portfolio, value $19,218,330.

    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 587,900 shares
    Change vs previous 13F +37,545 shares

    <0.01% of the 13F portfolio, value $16,519,990.

    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 550,355 shares
    Change vs previous 13F +12,409 shares

    <0.01% of the 13F portfolio, value $19,856,808.

    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 537,946 shares
    Change vs previous 13F +28,179 shares

    <0.01% of the 13F portfolio, value $22,529,178.

    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 509,767 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,485,865.

    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).