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Charles Schwab Trust Co: CLH position timeline

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

Charles Schwab Trust Co held 473,991 CLH 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 473,991 shares
    Change vs previous 13F -656 shares

    0.02% of the 13F portfolio, value $141,604,812.

    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 474,647 shares
    Change vs previous 13F -2,793 shares

    0.02% of the 13F portfolio, value $136,095,534.

    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 477,440 shares
    Change vs previous 13F +11,988 shares

    0.02% of the 13F portfolio, value $111,950,131.

    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 465,452 shares
    Change vs previous 13F +12,962 shares

    0.02% of the 13F portfolio, value $108,087,263.

    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 452,490 shares
    Change vs previous 13F -3,936 shares

    0.02% of the 13F portfolio, value $104,606,638.

    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 456,426 shares
    Change vs previous 13F +11,465 shares

    0.02% of the 13F portfolio, value $89,961,565.

    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 444,961 shares
    Change vs previous 13F +4,625 shares

    0.02% of the 13F portfolio, value $102,403,325.

    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 440,336 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $106,433,615.

    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).