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Charles Schwab Trust Co: SCHZ position timeline

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

Charles Schwab Trust Co held 6,601,917 SCHZ 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 6,601,917 shares
    Change vs previous 13F +186,945 shares

    8.52% of the 13F portfolio, value $152,702,340.

    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 6,414,972 shares
    Change vs previous 13F +199,784 shares

    9.66% of the 13F portfolio, value $148,955,650.

    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 6,215,188 shares
    Change vs previous 13F +268,364 shares

    9.55% of the 13F portfolio, value $145,248,944.

    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 5,946,824 shares
    Change vs previous 13F +359,756 shares

    9.48% of the 13F portfolio, value $139,571,959.

    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 5,587,068 shares
    Change vs previous 13F +175,554 shares

    9.74% of the 13F portfolio, value $129,843,460.

    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 5,411,514 shares
    Change vs previous 13F -487,281 shares

    10.5% of the 13F portfolio, value $125,330,664.

    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 5,898,795 shares
    Change vs previous 13F +2,998,174 shares

    11.5% of the 13F portfolio, value $133,902,647.

    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 2,900,621 shares
    Change vs previous 13F not available

    11.9% of the 13F portfolio, value $137,837,510.

    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: 2,900,621 shares

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