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Charles Schwab Trust Co: SCHB position timeline

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

Charles Schwab Trust Co held 420,625 SCHB 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 420,625 shares
    Change vs previous 13F -7,821 shares

    <0.01% of the 13F portfolio, value $12,181,293.

    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 428,446 shares
    Change vs previous 13F +33,367 shares

    <0.01% of the 13F portfolio, value $10,753,995.

    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 395,079 shares
    Change vs previous 13F -17,266 shares

    <0.01% of the 13F portfolio, value $10,362,922.

    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 412,345 shares
    Change vs previous 13F -39,266 shares

    <0.01% of the 13F portfolio, value $10,601,390.

    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 451,611 shares
    Change vs previous 13F -830,667 shares

    <0.01% of the 13F portfolio, value $10,761,893.

    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 1,282,278 shares
    Change vs previous 13F +67,867 shares

    0.01% of the 13F portfolio, value $27,607,452.

    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 1,214,411 shares
    Change vs previous 13F +1,200,837 shares

    0.01% of the 13F portfolio, value $27,567,127.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,214,411 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 13,574 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $902,973.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 13,574 shares

    Acceptance time not in the bulk data set (spec §4.2).