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Charles Schwab Trust Co: SCHM position timeline

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

Charles Schwab Trust Co held 1,644,422 SCHM 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 1,644,422 shares
    Change vs previous 13F +452,264 shares

    0.01% of the 13F portfolio, value $60,629,839.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,636,994 shares
    • Charles Schwab Trust Co: 7,428 shares

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

  2. period ended2026-03-31
    13F 1,192,158 shares
    Change vs previous 13F +451,082 shares

    0.01% of the 13F portfolio, value $36,909,212.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,184,730 shares
    • Charles Schwab Trust Co: 7,428 shares

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

  3. period ended2025-12-31
    13F 741,076 shares
    Change vs previous 13F +409,532 shares

    <0.01% of the 13F portfolio, value $22,284,150.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 733,648 shares
    • Charles Schwab Trust Co: 7,428 shares

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

  4. period ended2025-09-30
    13F 331,544 shares
    Change vs previous 13F +237,584 shares

    <0.01% of the 13F portfolio, value $9,826,964.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 324,116 shares
    • Charles Schwab Trust Co: 7,428 shares

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

  5. period ended2025-06-30
    13F 93,960 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,635,564.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 86,532 shares
    • Charles Schwab Trust Co: 7,428 shares

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