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Charles Schwab Trust Co: CHYM position timeline

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

Charles Schwab Trust Co held 369,940 CHYM 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 369,940 shares
    Change vs previous 13F +74,719 shares

    <0.01% of the 13F portfolio, value $7,576,371.

    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 295,221 shares
    Change vs previous 13F +1,022 shares

    <0.01% of the 13F portfolio, value $5,529,489.

    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 294,199 shares
    Change vs previous 13F +1,981 shares

    <0.01% of the 13F portfolio, value $7,404,989.

    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 292,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,894,037.

    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).