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Charles Schwab Trust Co: HURN position timeline

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

Charles Schwab Trust Co held 181,790 HURN 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 181,790 shares
    Change vs previous 13F -5,771 shares

    <0.01% of the 13F portfolio, value $16,390,186.

    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 187,561 shares
    Change vs previous 13F +4,534 shares

    <0.01% of the 13F portfolio, value $23,912,152.

    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 183,027 shares
    Change vs previous 13F -5,140 shares

    <0.01% of the 13F portfolio, value $31,647,199.

    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 188,167 shares
    Change vs previous 13F -2,591 shares

    <0.01% of the 13F portfolio, value $27,617,271.

    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 190,758 shares
    Change vs previous 13F -12,418 shares

    <0.01% of the 13F portfolio, value $26,236,855.

    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 203,176 shares
    Change vs previous 13F -2,200 shares

    0.01% of the 13F portfolio, value $29,145,597.

    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 205,376 shares
    Change vs previous 13F +3,783 shares

    <0.01% of the 13F portfolio, value $25,520,022.

    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 201,593 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,913,159.

    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).