Skip to content
Disclosery

Charles Schwab Trust Co: SHLS position timeline

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

Charles Schwab Trust Co held 1,407,162 SHLS 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 1,407,162 shares
    Change vs previous 13F +32,053 shares

    <0.01% of the 13F portfolio, value $13,930,904.

    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 1,375,109 shares
    Change vs previous 13F -14,508 shares

    <0.01% of the 13F portfolio, value $9,048,217.

    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 1,389,617 shares
    Change vs previous 13F -10,043 shares

    <0.01% of the 13F portfolio, value $11,811,743.

    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 1,399,660 shares
    Change vs previous 13F +21,633 shares

    <0.01% of the 13F portfolio, value $10,371,481.

    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 1,378,027 shares
    Change vs previous 13F +32,299 shares

    <0.01% of the 13F portfolio, value $5,856,615.

    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 1,345,728 shares
    Change vs previous 13F +125,941 shares

    <0.01% of the 13F portfolio, value $4,467,817.

    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 1,219,787 shares
    Change vs previous 13F -172,023 shares

    <0.01% of the 13F portfolio, value $6,745,422.

    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 1,391,810 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,808,054.

    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).