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Charles Schwab Trust Co: MBUU position timeline

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

Charles Schwab Trust Co held 369,824 MBUU 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 369,824 shares
    Change vs previous 13F -32,028 shares

    <0.01% of the 13F portfolio, value $10,144,272.

    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 401,852 shares
    Change vs previous 13F -27,880 shares

    <0.01% of the 13F portfolio, value $10,416,004.

    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 429,732 shares
    Change vs previous 13F +85,422 shares

    <0.01% of the 13F portfolio, value $12,122,740.

    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 344,310 shares
    Change vs previous 13F +64,369 shares

    <0.01% of the 13F portfolio, value $11,172,860.

    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 279,941 shares
    Change vs previous 13F +60,172 shares

    <0.01% of the 13F portfolio, value $8,773,351.

    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 219,769 shares
    Change vs previous 13F +49,107 shares

    <0.01% of the 13F portfolio, value $6,742,513.

    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 170,662 shares
    Change vs previous 13F -12,245 shares

    <0.01% of the 13F portfolio, value $6,415,185.

    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 182,907 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,098,621.

    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).