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Disclosery

Charles Schwab Trust Co: SCHO position timeline

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

Charles Schwab Trust Co held 1,139,286 SCHO 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 1,139,286 shares
    Change vs previous 13F +37,603 shares

    1.53% of the 13F portfolio, value $27,502,364.

    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 1,101,683 shares
    Change vs previous 13F +64,464 shares

    1.73% of the 13F portfolio, value $26,737,846.

    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 1,037,219 shares
    Change vs previous 13F +34,514 shares

    1.66% of the 13F portfolio, value $25,277,027.

    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 1,002,705 shares
    Change vs previous 13F +69,939 shares

    1.66% of the 13F portfolio, value $24,466,002.

    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 932,766 shares
    Change vs previous 13F +112,752 shares

    1.71% of the 13F portfolio, value $22,740,835.

    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 820,014 shares
    Change vs previous 13F -15,082 shares

    1.67% of the 13F portfolio, value $19,959,141.

    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 835,096 shares
    Change vs previous 13F +444,447 shares

    1.73% of the 13F portfolio, value $20,092,410.

    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 390,649 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $19,133,988.

    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: 390,649 shares

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