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Disclosery

Charles Schwab Trust Co: FBRT position timeline

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

Charles Schwab Trust Co held 1,110,467 FBRT 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 1,110,467 shares
    Change vs previous 13F -107,273 shares

    <0.01% of the 13F portfolio, value $9,039,201.

    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 1,217,740 shares
    Change vs previous 13F -38,439 shares

    <0.01% of the 13F portfolio, value $10,338,613.

    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 1,256,179 shares
    Change vs previous 13F +59,424 shares

    <0.01% of the 13F portfolio, value $12,599,475.

    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 1,196,755 shares
    Change vs previous 13F +425 shares

    <0.01% of the 13F portfolio, value $12,996,759.

    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 1,196,330 shares
    Change vs previous 13F -48,430 shares

    <0.01% of the 13F portfolio, value $12,788,768.

    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 1,244,760 shares
    Change vs previous 13F +81,783 shares

    <0.01% of the 13F portfolio, value $15,858,242.

    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 1,162,977 shares
    Change vs previous 13F +136,687 shares

    <0.01% of the 13F portfolio, value $14,583,732.

    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 1,026,290 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,403,347.

    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).