Skip to content

Charles Schwab Trust Co: NOW position timeline

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

Charles Schwab Trust Co held 8,080,617 NOW 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 8,080,617 shares
    Change vs previous 13F +473,452 shares

    0.11% of the 13F portfolio, value $802,243,656.

    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 7,607,165 shares
    Change vs previous 13F +283,549 shares

    0.12% of the 13F portfolio, value $795,329,101.

    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 7,323,616 shares
    Change vs previous 13F +5,885,639 shares

    0.17% of the 13F portfolio, value $1,121,904,735.

    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 1,437,977 shares
    Change vs previous 13F +56,342 shares

    0.21% of the 13F portfolio, value $1,323,341,474.

    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 1,381,635 shares
    Change vs previous 13F +30,404 shares

    0.25% of the 13F portfolio, value $1,420,431,311.

    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 1,351,231 shares
    Change vs previous 13F +58,309 shares

    0.2% of the 13F portfolio, value $1,075,769,048.

    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 1,292,922 shares
    Change vs previous 13F +56,585 shares

    0.25% of the 13F portfolio, value $1,370,652,471.

    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 1,236,337 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,105,767,464.

    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).