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Charles Schwab Trust Co: HAUZ position timeline

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

Charles Schwab Trust Co held 39,083,213 HAUZ 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 39,083,213 shares
    Change vs previous 13F +1,467,027 shares

    0.12% of the 13F portfolio, value $876,245,635.

    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 37,616,186 shares
    Change vs previous 13F +1,479,538 shares

    0.13% of the 13F portfolio, value $849,975,345.

    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 36,136,648 shares
    Change vs previous 13F +1,250,176 shares

    0.13% of the 13F portfolio, value $838,731,600.

    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 34,886,472 shares
    Change vs previous 13F +925,678 shares

    0.13% of the 13F portfolio, value $821,576,416.

    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 33,960,794 shares
    Change vs previous 13F +703,293 shares

    0.13% of the 13F portfolio, value $776,683,332.

    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 33,257,501 shares
    Change vs previous 13F +642,453 shares

    0.13% of the 13F portfolio, value $675,812,281.

    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 32,615,048 shares
    Change vs previous 13F +1,382,289 shares

    0.12% of the 13F portfolio, value $645,451,798.

    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 31,232,759 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $730,221,906.

    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).