Skip to content
Disclosery

Charles Schwab Trust Co: HSTM position timeline

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

Charles Schwab Trust Co held 237,710 HSTM 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 237,710 shares
    Change vs previous 13F -27,934 shares

    <0.01% of the 13F portfolio, value $6,477,598.

    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 265,644 shares
    Change vs previous 13F +24,861 shares

    <0.01% of the 13F portfolio, value $5,501,487.

    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 240,783 shares
    Change vs previous 13F +8,555 shares

    <0.01% of the 13F portfolio, value $5,554,864.

    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 232,228 shares
    Change vs previous 13F +10,233 shares

    <0.01% of the 13F portfolio, value $6,558,119.

    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 221,995 shares
    Change vs previous 13F -1,133 shares

    <0.01% of the 13F portfolio, value $6,142,602.

    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 223,128 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $7,180,259.

    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 223,262 shares
    Change vs previous 13F +4,815 shares

    <0.01% of the 13F portfolio, value $7,099,732.

    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 218,447 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,300,011.

    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).