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Disclosery

Charles Schwab Trust Co: SCZ position timeline

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

Charles Schwab Trust Co held 113,154 SCZ 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 113,154 shares
    Change vs previous 13F -5,737 shares

    0.52% of the 13F portfolio, value $9,309,180.

    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 118,891 shares
    Change vs previous 13F +149 shares

    0.6% of the 13F portfolio, value $9,322,243.

    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 118,742 shares
    Change vs previous 13F -649 shares

    0.61% of the 13F portfolio, value $9,206,067.

    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 119,391 shares
    Change vs previous 13F +2,299 shares

    0.62% of the 13F portfolio, value $9,159,678.

    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 117,092 shares
    Change vs previous 13F +2,034 shares

    0.64% of the 13F portfolio, value $8,510,247.

    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 115,058 shares
    Change vs previous 13F -529 shares

    0.61% of the 13F portfolio, value $7,309,635.

    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 115,587 shares
    Change vs previous 13F +150 shares

    0.6% of the 13F portfolio, value $7,021,910.

    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 115,437 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,815,085.

    13F-HR 0001085146-24-004756 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).