Charles Schwab Trust Co: SGHC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on SGHC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 465,148 SGHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 465,148 sharesChange vs previous 13F +117,881 shares
<0.01% of the 13F portfolio, value $6,302,755.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 347,267 sharesChange vs previous 13F -48,885 shares
<0.01% of the 13F portfolio, value $3,750,484.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 396,152 sharesChange vs previous 13F +898 shares
<0.01% of the 13F portfolio, value $4,734,016.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 395,254 sharesChange vs previous 13F -5,855 shares
<0.01% of the 13F portfolio, value $5,217,353.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 401,109 sharesChange vs previous 13F +38,311 shares
<0.01% of the 13F portfolio, value $4,400,166.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 362,798 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $2,336,419.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 362,798 sharesChange vs previous 13F +8,232 shares
<0.01% of the 13F portfolio, value $2,260,232.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 354,566 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,287,075.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).