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Disclosery

Charles Schwab Trust Co: SCHQ position timeline

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

Charles Schwab Trust Co held 89,892 SCHQ 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 89,892 shares
    Change vs previous 13F +4,577 shares

    0.16% of the 13F portfolio, value $2,813,620.

    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 85,315 shares
    Change vs previous 13F +16,483 shares

    0.17% of the 13F portfolio, value $2,681,450.

    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 68,832 shares
    Change vs previous 13F +990 shares

    0.14% of the 13F portfolio, value $2,181,974.

    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 67,842 shares
    Change vs previous 13F +6,836 shares

    0.15% of the 13F portfolio, value $2,191,975.

    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 61,006 shares
    Change vs previous 13F -9,499 shares

    0.15% of the 13F portfolio, value $1,945,481.

    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 70,505 shares
    Change vs previous 13F +3,360 shares

    0.19% of the 13F portfolio, value $2,309,744.

    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 67,145 shares
    Change vs previous 13F -4,976 shares

    0.18% of the 13F portfolio, value $2,110,367.

    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 72,121 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,523,514.

    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: 72,121 shares

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