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Charles Schwab Trust Co: SCCR position timeline

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

Charles Schwab Trust Co held 50,187,984 SCCR 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 50,187,984 shares
    Change vs previous 13F +8,364,042 shares

    0.17% of the 13F portfolio, value $1,284,310,511.

    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 41,823,942 shares
    Change vs previous 13F +3,919,863 shares

    0.16% of the 13F portfolio, value $1,075,711,788.

    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 37,904,079 shares
    Change vs previous 13F +3,603,779 shares

    0.15% of the 13F portfolio, value $979,820,442.

    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 34,300,300 shares
    Change vs previous 13F +24,298,136 shares

    0.14% of the 13F portfolio, value $890,092,785.

    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 10,002,164 shares
    Change vs previous 13F +4,396,185 shares

    0.04% of the 13F portfolio, value $256,005,423.

    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 5,605,979 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $143,476,064.

    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).