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Disclosery

Charles Schwab Trust Co: SDY position timeline

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

Charles Schwab Trust Co held 28,048 SDY 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 28,048 shares
    Change vs previous 13F -2,087 shares

    0.24% of the 13F portfolio, value $4,268,345.

    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 30,135 shares
    Change vs previous 13F +155 shares

    0.29% of the 13F portfolio, value $4,397,902.

    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 29,980 shares
    Change vs previous 13F +82 shares

    0.27% of the 13F portfolio, value $4,172,017.

    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 29,898 shares
    Change vs previous 13F +7,164 shares

    0.28% of the 13F portfolio, value $4,187,215.

    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 22,734 shares
    Change vs previous 13F -8,929 shares

    0.23% of the 13F portfolio, value $3,085,686.

    13F-HR 0001085146-25-003921 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: 22,734 shares

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

  6. period ended2025-03-31
    13F/A 31,663 shares
    Change vs previous 13F +7,159 shares

    <0.01% of the 13F portfolio, value $4,295,970.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,387 shares
    • Charles Schwab Trust Co: 27,276 shares

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

  7. period ended2024-12-31
    13F 24,504 shares
    Change vs previous 13F +10,270 shares

    <0.01% of the 13F portfolio, value $3,236,992.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,484 shares
    • Charles Schwab Trust Co: 19,020 shares

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

  8. period ended2024-09-30
    13F 14,234 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,021,797.

    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).