Charles Schwab Trust Co: SBUX position timeline

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

Charles Schwab Trust Co held 8,746,429 SBUX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 8,746,429 shares
Change vs previous 13F +61,855 shares
0.12% of the 13F portfolio, value $893,798,539.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,739,565 shares
- Charles Schwab Trust Co: 6,864 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,684,574 shares
Change vs previous 13F +234,355 shares
0.12% of the 13F portfolio, value $778,701,784.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,677,750 shares
- Charles Schwab Trust Co: 6,824 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,450,219 shares
Change vs previous 13F +104,588 shares
0.11% of the 13F portfolio, value $711,593,700.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,443,155 shares
- Charles Schwab Trust Co: 7,064 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,345,631 shares
Change vs previous 13F -51,940 shares
0.11% of the 13F portfolio, value $706,041,176.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,338,270 shares
- Charles Schwab Trust Co: 7,361 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,397,571 shares
Change vs previous 13F +7,462 shares
0.13% of the 13F portfolio, value $769,470,333.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,390,410 shares
- Charles Schwab Trust Co: 7,161 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 8,390,109 shares
Change vs previous 13F -499,083 shares
0.15% of the 13F portfolio, value $822,985,812.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,382,948 shares
- Charles Schwab Trust Co: 7,161 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,889,192 shares
Change vs previous 13F -720,023 shares
0.15% of the 13F portfolio, value $811,138,847.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,879,747 shares
- Charles Schwab Trust Co: 9,445 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 9,609,215 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $936,802,362.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 9,599,958 shares
- Charles Schwab Trust Co: 9,257 shares
Acceptance time not in the bulk data set (spec §4.2).