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Charles Schwab Trust Co: FWRD position timeline

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

Charles Schwab Trust Co held 425,287 FWRD 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 425,287 shares
    Change vs previous 13F -72,402 shares

    <0.01% of the 13F portfolio, value $5,745,627.

    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 497,689 shares
    Change vs previous 13F +15,745 shares

    <0.01% of the 13F portfolio, value $8,316,383.

    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 481,944 shares
    Change vs previous 13F -27,899 shares

    <0.01% of the 13F portfolio, value $12,048,600.

    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 509,843 shares
    Change vs previous 13F -76,650 shares

    <0.01% of the 13F portfolio, value $13,072,375.

    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 586,493 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,392,538.

    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).