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Charles Schwab Trust Co: CTAS position timeline

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

Charles Schwab Trust Co held 2,183,660 CTAS 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 2,183,660 shares
    Change vs previous 13F +105,559 shares

    0.05% of the 13F portfolio, value $371,396,893.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,182,460 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,078,101 shares
    Change vs previous 13F +46,475 shares

    0.05% of the 13F portfolio, value $351,490,003.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,076,901 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,031,626 shares
    Change vs previous 13F +28,403 shares

    0.06% of the 13F portfolio, value $382,087,902.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,030,426 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,003,223 shares
    Change vs previous 13F +2,321 shares

    0.07% of the 13F portfolio, value $411,181,553.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,002,023 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,000,902 shares
    Change vs previous 13F +24,547 shares

    0.08% of the 13F portfolio, value $445,940,838.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,999,702 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,976,355 shares
    Change vs previous 13F +32,404 shares

    0.08% of the 13F portfolio, value $406,200,243.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,975,155 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,943,951 shares
    Change vs previous 13F +49,029 shares

    0.07% of the 13F portfolio, value $355,159,848.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,942,751 shares
    • Charles Schwab Trust Co: 1,200 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,894,922 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $390,126,541.

    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).