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Disclosery

Charles Schwab Trust Co: SCHY position timeline

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

Charles Schwab Trust Co held 281,092 SCHY 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 281,092 shares
    Change vs previous 13F -3,174 shares

    0.5% of the 13F portfolio, value $8,919,049.

    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 284,266 shares
    Change vs previous 13F -7,728 shares

    0.58% of the 13F portfolio, value $8,999,862.

    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 291,994 shares
    Change vs previous 13F -2,251 shares

    0.57% of the 13F portfolio, value $8,707,261.

    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 294,245 shares
    Change vs previous 13F +5,134 shares

    0.56% of the 13F portfolio, value $8,221,205.

    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 289,111 shares
    Change vs previous 13F +68,605 shares

    0.59% of the 13F portfolio, value $7,907,186.

    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 220,506 shares
    Change vs previous 13F +30,400 shares

    0.47% of the 13F portfolio, value $5,596,442.

    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 190,106 shares
    Change vs previous 13F +10,573 shares

    0.38% of the 13F portfolio, value $4,395,251.

    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 179,533 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,698,379.

    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: 179,533 shares

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