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Charles Schwab Trust Co: SCHX position timeline

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

Charles Schwab Trust Co held 4,238,294 SCHX 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 4,238,294 shares
    Change vs previous 13F +77,946 shares

    6.96% of the 13F portfolio, value $124,732,985.

    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 4,160,348 shares
    Change vs previous 13F -54,606 shares

    6.92% of the 13F portfolio, value $106,671,316.

    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 4,214,954 shares
    Change vs previous 13F +50,745 shares

    7.45% of the 13F portfolio, value $113,424,405.

    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 4,164,209 shares
    Change vs previous 13F +268,464 shares

    7.45% of the 13F portfolio, value $109,685,285.

    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 3,895,745 shares
    Change vs previous 13F -46,803 shares

    7.15% of the 13F portfolio, value $95,212,001.

    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 3,942,548 shares
    Change vs previous 13F +382,485 shares

    7.29% of the 13F portfolio, value $87,051,454.

    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 3,560,063 shares
    Change vs previous 13F +2,359,216 shares

    7.09% of the 13F portfolio, value $82,522,260.

    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 1,200,847 shares
    Change vs previous 13F not available

    7.03% of the 13F portfolio, value $81,477,469.

    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: 1,200,847 shares

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