Skip to content
Disclosery

Charles Schwab Trust Co: CAVA position timeline

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

Charles Schwab Trust Co held 866,060 CAVA 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 866,060 shares
    Change vs previous 13F +53,203 shares

    0.01% of the 13F portfolio, value $67,968,389.

    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 812,857 shares
    Change vs previous 13F +20,856 shares

    0.01% of the 13F portfolio, value $65,760,131.

    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 792,001 shares
    Change vs previous 13F +71,702 shares

    0.01% of the 13F portfolio, value $46,482,539.

    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 720,299 shares
    Change vs previous 13F +146,649 shares

    0.01% of the 13F portfolio, value $43,513,263.

    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 573,650 shares
    Change vs previous 13F +18,716 shares

    0.01% of the 13F portfolio, value $48,318,540.

    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 554,934 shares
    Change vs previous 13F +27,066 shares

    0.01% of the 13F portfolio, value $47,951,847.

    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 527,868 shares
    Change vs previous 13F +11,776 shares

    0.01% of the 13F portfolio, value $59,543,510.

    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 516,092 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $63,917,994.

    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).