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Disclosery

Charles Schwab Trust Co: SCHI position timeline

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

Charles Schwab Trust Co held 520,480 SCHI 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 520,480 shares
    Change vs previous 13F +9,136 shares

    0.66% of the 13F portfolio, value $11,783,667.

    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 511,344 shares
    Change vs previous 13F +35,314 shares

    0.75% of the 13F portfolio, value $11,597,282.

    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 476,030 shares
    Change vs previous 13F +8,479 shares

    0.72% of the 13F portfolio, value $10,934,409.

    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 467,551 shares
    Change vs previous 13F +37,111 shares

    0.73% of the 13F portfolio, value $10,791,077.

    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 430,440 shares
    Change vs previous 13F -16,564 shares

    0.74% of the 13F portfolio, value $9,796,814.

    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 447,004 shares
    Change vs previous 13F +4,700 shares

    0.84% of the 13F portfolio, value $10,039,710.

    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 442,304 shares
    Change vs previous 13F +196,924 shares

    0.84% of the 13F portfolio, value $9,761,649.

    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 245,380 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $11,326,741.

    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: 245,380 shares

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