Skip to content
Disclosery

Charles Schwab Trust Co: CCC position timeline

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

Charles Schwab Trust Co held 5,760,428 CCC 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 5,760,428 shares
    Change vs previous 13F -1,038,804 shares

    <0.01% of the 13F portfolio, value $29,723,808.

    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 6,799,232 shares
    Change vs previous 13F +369,634 shares

    0.01% of the 13F portfolio, value $40,795,392.

    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 6,429,598 shares
    Change vs previous 13F +856,266 shares

    0.01% of the 13F portfolio, value $51,115,304.

    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 5,573,332 shares
    Change vs previous 13F +910,808 shares

    0.01% of the 13F portfolio, value $50,773,055.

    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 4,662,524 shares
    Change vs previous 13F +237,292 shares

    0.01% of the 13F portfolio, value $43,874,351.

    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 4,425,232 shares
    Change vs previous 13F +593,394 shares

    0.01% of the 13F portfolio, value $39,959,848.

    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 3,831,838 shares
    Change vs previous 13F +20,046 shares

    0.01% of the 13F portfolio, value $44,947,460.

    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 3,811,792 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $42,120,302.

    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).