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Disclosery

Charles Schwab Trust Co: SHM position timeline

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

Charles Schwab Trust Co held 48,394 SHM 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 48,394 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $2,321,218.

    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 48,393 shares
    Change vs previous 13F -2 shares

    0.15% of the 13F portfolio, value $2,314,637.

    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 48,395 shares
    Change vs previous 13F +4 shares

    0.15% of the 13F portfolio, value $2,322,476.

    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 48,391 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,333,414.

    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 48,391 shares
    Change vs previous 13F +48,391 shares

    0.17% of the 13F portfolio, value $2,314,542.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -119,592 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-09-30
    13F 119,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,757,142.

    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).