Skip to content
Disclosery

Charles Schwab Trust Co: NB position timeline

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

Charles Schwab Trust Co held 348,764 NB 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 348,764 shares
    Change vs previous 13F +90,496 shares

    <0.01% of the 13F portfolio, value $1,681,042.

    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 258,268 shares
    Change vs previous 13F -5,727 shares

    <0.01% of the 13F portfolio, value $1,151,875.

    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 263,995 shares
    Change vs previous 13F +90,572 shares

    <0.01% of the 13F portfolio, value $1,399,174.

    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 173,423 shares
    Change vs previous 13F +43,161 shares

    <0.01% of the 13F portfolio, value $1,158,466.

    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 130,262 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $303,510.

    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).