Skip to content
Disclosery

Charles Schwab Trust Co: SCHR position timeline

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

Charles Schwab Trust Co held 263,526,953 SCHR 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 263,526,953 shares
    Change vs previous 13F +13,894,736 shares

    0.86% of the 13F portfolio, value $6,498,574,664.

    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: 263,437,179 shares
    • Charles Schwab Trust Co: 89,774 shares

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

  2. period ended2026-03-31
    13F 249,632,217 shares
    Change vs previous 13F +11,291,257 shares

    0.95% of the 13F portfolio, value $6,218,338,526.

    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: 249,546,261 shares
    • Charles Schwab Trust Co: 85,956 shares

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

  3. period ended2025-12-31
    13F 238,340,960 shares
    Change vs previous 13F +10,070,177 shares

    0.93% of the 13F portfolio, value $5,977,591,277.

    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: 238,259,660 shares
    • Charles Schwab Trust Co: 81,300 shares

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

  4. period ended2025-09-30
    13F 228,270,783 shares
    Change vs previous 13F +6,455,514 shares

    0.91% of the 13F portfolio, value $5,736,444,777.

    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: 228,193,790 shares
    • Charles Schwab Trust Co: 76,993 shares

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

  5. period ended2025-06-30
    13F 221,815,269 shares
    Change vs previous 13F +2,393,035 shares

    0.96% of the 13F portfolio, value $5,552,036,002.

    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: 221,741,946 shares
    • Charles Schwab Trust Co: 73,323 shares

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

  6. period ended2025-03-31
    13F/A 219,422,234 shares
    Change vs previous 13F +2,171,327 shares

    1.02% of the 13F portfolio, value $5,454,836,724.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 219,369,491 shares
    • Charles Schwab Trust Co: 52,743 shares

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

  7. period ended2024-12-31
    13F 217,250,907 shares
    Change vs previous 13F +109,561,061 shares

    0.97% of the 13F portfolio, value $5,277,024,523.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 217,197,886 shares
    • Charles Schwab Trust Co: 53,021 shares

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

  8. period ended2024-09-30
    13F 107,689,846 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,449,106,186.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 107,666,399 shares
    • Charles Schwab Trust Co: 23,447 shares

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