Skip to content
Disclosery

Charles Schwab Trust Co: FSS position timeline

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

Charles Schwab Trust Co held 908,144 FSS 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 908,144 shares
    Change vs previous 13F +16,956 shares

    0.02% of the 13F portfolio, value $116,687,423.

    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 891,188 shares
    Change vs previous 13F +6,929 shares

    0.01% of the 13F portfolio, value $96,373,070.

    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 884,259 shares
    Change vs previous 13F -16,154 shares

    0.01% of the 13F portfolio, value $96,021,685.

    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 900,413 shares
    Change vs previous 13F +158,933 shares

    0.02% of the 13F portfolio, value $107,140,143.

    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 741,480 shares
    Change vs previous 13F -3,103 shares

    0.01% of the 13F portfolio, value $78,908,302.

    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 744,583 shares
    Change vs previous 13F -35,930 shares

    0.01% of the 13F portfolio, value $54,764,080.

    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 780,513 shares
    Change vs previous 13F +11,466 shares

    0.01% of the 13F portfolio, value $72,111,596.

    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 769,047 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $71,875,133.

    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).