Charles Schwab Trust Co: NHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on NHC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 174,335 NHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 174,335 sharesChange vs previous 13F -4,263 shares
<0.01% of the 13F portfolio, value $36,847,446.
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 178,598 sharesChange vs previous 13F -7,451 shares
<0.01% of the 13F portfolio, value $28,522,101.
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 186,049 sharesChange vs previous 13F -2,951 shares
<0.01% of the 13F portfolio, value $25,505,457.
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 189,000 sharesChange vs previous 13F +6,348 shares
<0.01% of the 13F portfolio, value $22,965,390.
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 182,652 sharesChange vs previous 13F -6,689 shares
<0.01% of the 13F portfolio, value $19,545,591.
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 189,341 sharesChange vs previous 13F -5,040 shares
<0.01% of the 13F portfolio, value $17,570,845.
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 194,381 sharesChange vs previous 13F -1,157 shares
<0.01% of the 13F portfolio, value $20,907,620.
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 195,538 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $24,592,814.
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).