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Charles Schwab Trust Co: SCHF position timeline

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

Charles Schwab Trust Co held 3,879,207 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,879,207 shares
    Change vs previous 13F +397,417 shares

    5.99% of the 13F portfolio, value $107,454,029.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 3,481,790 shares
    Change vs previous 13F -25,672 shares

    5.59% of the 13F portfolio, value $86,174,299.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 3,507,462 shares
    Change vs previous 13F +85,886 shares

    5.54% of the 13F portfolio, value $84,319,383.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 3,421,576 shares
    Change vs previous 13F +207,503 shares

    5.41% of the 13F portfolio, value $79,654,309.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 3,214,073 shares
    Change vs previous 13F -290,618 shares

    5.33% of the 13F portfolio, value $71,031,010.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 3,504,691 shares
    Change vs previous 13F +50,946 shares

    5.81% of the 13F portfolio, value $69,322,785.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    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 3,453,745 shares
    Change vs previous 13F +1,911,061 shares

    5.49% of the 13F portfolio, value $63,894,286.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    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 1,542,684 shares
    Change vs previous 13F not available

    5.48% of the 13F portfolio, value $63,435,174.

    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: 1,542,684 shares

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