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Disclosery

Charles Schwab Trust Co: SCHH position timeline

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

Charles Schwab Trust Co held 1,498,729 SCHH 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 1,498,729 shares
    Change vs previous 13F -592 shares

    1.98% of the 13F portfolio, value $35,489,903.

    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 1,499,321 shares
    Change vs previous 13F +138,967 shares

    2.09% of the 13F portfolio, value $32,220,408.

    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 1,360,354 shares
    Change vs previous 13F +83,833 shares

    1.87% of the 13F portfolio, value $28,417,795.

    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 1,276,521 shares
    Change vs previous 13F +80,008 shares

    1.87% of the 13F portfolio, value $27,534,558.

    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 1,196,513 shares
    Change vs previous 13F -16,387 shares

    1.9% of the 13F portfolio, value $25,318,215.

    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 1,212,900 shares
    Change vs previous 13F +129,557 shares

    2.18% of the 13F portfolio, value $26,089,469.

    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 1,083,343 shares
    Change vs previous 13F +60,044 shares

    1.96% of the 13F portfolio, value $22,815,194.

    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 1,023,299 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $23,709,827.

    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: 1,023,299 shares

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