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Disclosery

Charles Schwab Trust Co: SHC position timeline

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

Charles Schwab Trust Co held 2,803,452 SHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,803,452 shares
    Change vs previous 13F +310,179 shares

    0.01% of the 13F portfolio, value $49,761,273.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,493,273 shares
    Change vs previous 13F +349,099 shares

    0.01% of the 13F portfolio, value $35,753,535.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,144,174 shares
    Change vs previous 13F +340,416 shares

    0.01% of the 13F portfolio, value $37,823,229.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,803,758 shares
    Change vs previous 13F +304,147 shares

    <0.01% of the 13F portfolio, value $28,373,113.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,499,611 shares
    Change vs previous 13F +84,329 shares

    <0.01% of the 13F portfolio, value $16,675,674.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 1,415,282 shares
    Change vs previous 13F +68,087 shares

    <0.01% of the 13F portfolio, value $16,502,188.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,347,195 shares
    Change vs previous 13F -1,722 shares

    <0.01% of the 13F portfolio, value $18,429,628.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,348,917 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,526,914.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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