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Charles Schwab Trust Co: HEZU position timeline

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

Charles Schwab Trust Co held 2,525,489 HEZU 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 2,525,489 shares
    Change vs previous 13F -1,060,768 shares

    0.02% of the 13F portfolio, value $126,660,598.

    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 3,586,257 shares
    Change vs previous 13F -1,229,260 shares

    0.02% of the 13F portfolio, value $156,719,431.

    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 4,815,517 shares
    Change vs previous 13F -1,211,209 shares

    0.03% of the 13F portfolio, value $210,727,024.

    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 6,026,726 shares
    Change vs previous 13F -1,223,350 shares

    0.04% of the 13F portfolio, value $254,110,876.

    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 7,250,076 shares
    Change vs previous 13F -9,350 shares

    0.05% of the 13F portfolio, value $297,470,618.

    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 7,259,426 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $282,899,831.

    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).