Skip to content
Disclosery

Charles Schwab Trust Co: CURB position timeline

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

Charles Schwab Trust Co held 1,652,171 CURB 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 1,652,171 shares
    Change vs previous 13F +95,694 shares

    0.01% of the 13F portfolio, value $50,225,998.

    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 1,556,477 shares
    Change vs previous 13F +33,207 shares

    0.01% of the 13F portfolio, value $40,141,542.

    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 1,523,270 shares
    Change vs previous 13F +74,477 shares

    0.01% of the 13F portfolio, value $35,355,097.

    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 1,448,793 shares
    Change vs previous 13F -73,354 shares

    0.01% of the 13F portfolio, value $32,308,084.

    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 1,522,147 shares
    Change vs previous 13F -84,907 shares

    0.01% of the 13F portfolio, value $34,750,616.

    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 1,607,054 shares
    Change vs previous 13F -106,629 shares

    0.01% of the 13F portfolio, value $38,874,636.

    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 1,713,683 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,791,719.

    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).