Skip to content
Disclosery

Charles Schwab Trust Co: HBM position timeline

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

Charles Schwab Trust Co held 1,121,266 HBM 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 1,121,266 shares
    Change vs previous 13F -199,339 shares

    <0.01% of the 13F portfolio, value $26,467,805.

    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 1,320,605 shares
    Change vs previous 13F -128,960 shares

    <0.01% of the 13F portfolio, value $27,565,636.

    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 1,449,565 shares
    Change vs previous 13F +106,689 shares

    <0.01% of the 13F portfolio, value $28,816,813.

    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 1,342,876 shares
    Change vs previous 13F +323,443 shares

    <0.01% of the 13F portfolio, value $20,344,065.

    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 1,019,433 shares
    Change vs previous 13F -21,376 shares

    <0.01% of the 13F portfolio, value $10,796,921.

    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 1,040,809 shares
    Change vs previous 13F -42,489 shares

    <0.01% of the 13F portfolio, value $7,889,733.

    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 1,083,298 shares
    Change vs previous 13F -43,643 shares

    <0.01% of the 13F portfolio, value $8,782,912.

    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 1,126,941 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,376,628.

    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).