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Charles Schwab Trust Co: EFSC position timeline

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

Charles Schwab Trust Co held 440,943 EFSC 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 440,943 shares
    Change vs previous 13F +3,873 shares

    <0.01% of the 13F portfolio, value $29,049,325.

    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 437,070 shares
    Change vs previous 13F +1,542 shares

    <0.01% of the 13F portfolio, value $23,649,858.

    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 435,528 shares
    Change vs previous 13F -15,862 shares

    <0.01% of the 13F portfolio, value $23,518,512.

    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 451,390 shares
    Change vs previous 13F -47,699 shares

    <0.01% of the 13F portfolio, value $26,171,592.

    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 499,089 shares
    Change vs previous 13F +10,543 shares

    <0.01% of the 13F portfolio, value $27,499,804.

    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 488,546 shares
    Change vs previous 13F +51,878 shares

    <0.01% of the 13F portfolio, value $26,254,465.

    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 436,668 shares
    Change vs previous 13F +14,794 shares

    <0.01% of the 13F portfolio, value $24,628,075.

    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 421,874 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,625,261.

    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).