Charles Schwab Trust Co: EWCZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on EWCZ, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 0 EWCZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -263,251 shares
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 263,251 sharesChange vs previous 13F +11,573 shares
<0.01% of the 13F portfolio, value $1,521,591.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 251,678 sharesChange vs previous 13F -25,073 shares
<0.01% of the 13F portfolio, value $906,041.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 276,751 sharesChange vs previous 13F +2,989 shares
<0.01% of the 13F portfolio, value $1,104,236.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 273,762 sharesChange vs previous 13F +22,669 shares
<0.01% of the 13F portfolio, value $1,541,280.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 251,093 sharesChange vs previous 13F -1,589 shares
<0.01% of the 13F portfolio, value $991,817.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 252,682 sharesChange vs previous 13F -29,033 shares
<0.01% of the 13F portfolio, value $1,685,389.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 281,715 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,915,662.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).