Charles Schwab Trust Co: HOFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on HOFT, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 206,075 HOFT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 206,075 sharesChange vs previous 13F -114,731 shares
<0.01% of the 13F portfolio, value $3,674,317.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 320,806 sharesChange vs previous 13F -45,955 shares
<0.01% of the 13F portfolio, value $4,131,981.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 366,761 sharesChange vs previous 13F +95,127 shares
<0.01% of the 13F portfolio, value $4,140,732.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 271,634 sharesChange vs previous 13F +95,057 shares
<0.01% of the 13F portfolio, value $2,757,085.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 176,577 sharesChange vs previous 13F +66,106 shares
<0.01% of the 13F portfolio, value $1,868,185.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 110,471 sharesChange vs previous 13F +78,940 shares
<0.01% of the 13F portfolio, value $1,109,129.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,531 sharesChange vs previous 13F +1,900 shares
<0.01% of the 13F portfolio, value $441,749.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,631 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $535,728.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).