Charles Schwab Trust Co: JBI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on JBI, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,767,429 JBI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,767,429 sharesChange vs previous 13F +2,871 shares
<0.01% of the 13F portfolio, value $9,809,231.
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 1,764,558 sharesChange vs previous 13F -65,037 shares
<0.01% of the 13F portfolio, value $9,087,474.
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 1,829,595 sharesChange vs previous 13F +228,233 shares
<0.01% of the 13F portfolio, value $11,965,551.
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 1,601,362 sharesChange vs previous 13F +140,980 shares
<0.01% of the 13F portfolio, value $15,805,443.
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 1,460,382 sharesChange vs previous 13F +147,005 shares
<0.01% of the 13F portfolio, value $11,887,509.
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 1,313,377 sharesChange vs previous 13F +132,506 shares
<0.01% of the 13F portfolio, value $9,456,314.
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 1,180,871 sharesChange vs previous 13F -9,568 shares
<0.01% of the 13F portfolio, value $8,679,402.
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 1,190,439 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $12,035,338.
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).