Charles Schwab Trust Co: FMBH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on FMBH, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 202,760 FMBH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 202,760 sharesChange vs previous 13F +24,294 shares
<0.01% of the 13F portfolio, value $9,750,728.
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).
- period ended2026-03-3113F 178,466 sharesChange vs previous 13F -774 shares
<0.01% of the 13F portfolio, value $7,351,015.
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 179,240 sharesChange vs previous 13F -2,840 shares
<0.01% of the 13F portfolio, value $6,990,360.
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 182,080 sharesChange vs previous 13F +16,551 shares
<0.01% of the 13F portfolio, value $6,897,190.
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 165,529 sharesChange vs previous 13F -7,941 shares
<0.01% of the 13F portfolio, value $6,205,682.
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 173,470 sharesChange vs previous 13F -2,880 shares
<0.01% of the 13F portfolio, value $6,054,103.
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 176,350 sharesChange vs previous 13F +1,096 shares
<0.01% of the 13F portfolio, value $6,493,207.
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 175,254 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $6,819,133.
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).