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Disclosery

Charles Schwab Trust Co: FRSH position timeline

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

Charles Schwab Trust Co held 1,799,101 FRSH 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 1,799,101 shares
    Change vs previous 13F +55,754 shares

    <0.01% of the 13F portfolio, value $18,206,902.

    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 1,743,347 shares
    Change vs previous 13F -3,175 shares

    <0.01% of the 13F portfolio, value $13,999,076.

    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 1,746,522 shares
    Change vs previous 13F +15,490 shares

    <0.01% of the 13F portfolio, value $21,394,895.

    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 1,731,032 shares
    Change vs previous 13F +31,757 shares

    <0.01% of the 13F portfolio, value $20,374,247.

    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 1,699,275 shares
    Change vs previous 13F +56,985 shares

    <0.01% of the 13F portfolio, value $25,336,190.

    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 1,642,290 shares
    Change vs previous 13F +32,333 shares

    <0.01% of the 13F portfolio, value $23,172,712.

    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 1,609,957 shares
    Change vs previous 13F +53,185 shares

    <0.01% of the 13F portfolio, value $26,033,005.

    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 1,556,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,871,743.

    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).