Charles Schwab Trust Co: SCHG position timeline

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

Charles Schwab Trust Co held 124,295,555 SCHG 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 124,295,555 shares
Change vs previous 13F +78,864,578 shares
0.56% of the 13F portfolio, value $4,206,161,572.
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: 121,984,901 shares
- Charles Schwab Trust Co: 2,310,654 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 45,430,977 shares
Change vs previous 13F +5,932,883 shares
0.2% of the 13F portfolio, value $1,323,404,360.
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: 43,506,074 shares
- Charles Schwab Trust Co: 1,924,903 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 39,498,094 shares
Change vs previous 13F +3,261,280 shares
0.2% of the 13F portfolio, value $1,288,427,827.
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: 37,744,872 shares
- Charles Schwab Trust Co: 1,753,222 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 36,236,814 shares
Change vs previous 13F +1,813,689 shares
0.18% of the 13F portfolio, value $1,156,316,737.
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: 34,514,445 shares
- Charles Schwab Trust Co: 1,722,369 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 34,423,125 shares
Change vs previous 13F +28,391,503 shares
0.17% of the 13F portfolio, value $1,005,499,486.
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: 32,809,028 shares
- Charles Schwab Trust Co: 1,614,097 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 6,031,622 shares
Change vs previous 13F +166,053 shares
0.03% of the 13F portfolio, value $151,031,803.
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: 4,353,238 shares
- Charles Schwab Trust Co: 1,678,384 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,865,569 shares
Change vs previous 13F +4,340,200 shares
0.03% of the 13F portfolio, value $163,473,421.
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: 4,487,020 shares
- Charles Schwab Trust Co: 1,378,549 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,525,369 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $158,912,967.
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: 1,170,784 shares
- Charles Schwab Trust Co: 354,585 shares
Acceptance time not in the bulk data set (spec §4.2).