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Charles Schwab Trust Co: CCSI position timeline

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

Charles Schwab Trust Co held 306,553 CCSI 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 306,553 shares
    Change vs previous 13F -37,200 shares

    <0.01% of the 13F portfolio, value $11,694,997.

    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 343,753 shares
    Change vs previous 13F +26,488 shares

    <0.01% of the 13F portfolio, value $8,160,696.

    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 317,265 shares
    Change vs previous 13F +42,167 shares

    <0.01% of the 13F portfolio, value $6,922,722.

    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 275,098 shares
    Change vs previous 13F +45,658 shares

    <0.01% of the 13F portfolio, value $8,079,628.

    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 229,440 shares
    Change vs previous 13F +46,596 shares

    <0.01% of the 13F portfolio, value $5,290,886.

    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 182,844 shares
    Change vs previous 13F -5,675 shares

    <0.01% of the 13F portfolio, value $4,220,040.

    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 188,519 shares
    Change vs previous 13F -39,391 shares

    <0.01% of the 13F portfolio, value $4,498,063.

    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 227,910 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,367,281.

    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).