Skip to content

Charles Schwab Trust Co: CHGG position timeline

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

Charles Schwab Trust Co held 2,580,759 CHGG 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 2,580,759 shares
    Change vs previous 13F -1,576,408 shares

    <0.01% of the 13F portfolio, value $2,606,567.

    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 4,157,167 shares
    Change vs previous 13F -687,637 shares

    <0.01% of the 13F portfolio, value $3,081,708.

    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 4,844,804 shares
    Change vs previous 13F +907,080 shares

    <0.01% of the 13F portfolio, value $4,505,668.

    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 3,937,724 shares
    Change vs previous 13F +990,400 shares

    <0.01% of the 13F portfolio, value $5,945,963.

    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 2,947,324 shares
    Change vs previous 13F +1,276,925 shares

    <0.01% of the 13F portfolio, value $3,566,262.

    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 1,670,399 shares
    Change vs previous 13F +736,239 shares

    <0.01% of the 13F portfolio, value $1,067,719.

    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 934,160 shares
    Change vs previous 13F +22,827 shares

    <0.01% of the 13F portfolio, value $1,503,998.

    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 911,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,613,059.

    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).