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Charles Schwab Trust Co: SHY position timeline

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

Charles Schwab Trust Co held 1,203,070 SHY 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 1,203,070 shares
    Change vs previous 13F -23,591 shares

    0.01% of the 13F portfolio, value $98,784,078.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,198,032 shares
    • Charles Schwab Trust Co: 5,038 shares

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

  2. period ended2026-03-31
    13F 1,226,661 shares
    Change vs previous 13F -8,080 shares

    0.02% of the 13F portfolio, value $101,285,399.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,222,342 shares
    • Charles Schwab Trust Co: 4,319 shares

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

  3. period ended2025-12-31
    13F 1,234,741 shares
    Change vs previous 13F -34,903 shares

    0.02% of the 13F portfolio, value $102,261,250.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,230,044 shares
    • Charles Schwab Trust Co: 4,697 shares

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

  4. period ended2025-09-30
    13F 1,269,644 shares
    Change vs previous 13F -35,966 shares

    0.02% of the 13F portfolio, value $105,319,711.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,264,963 shares
    • Charles Schwab Trust Co: 4,681 shares

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

  5. period ended2025-06-30
    13F 1,305,610 shares
    Change vs previous 13F -1,464,158 shares

    0.02% of the 13F portfolio, value $108,182,844.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,300,963 shares
    • Charles Schwab Trust Co: 4,647 shares

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

  6. period ended2025-03-31
    13F/A 2,769,768 shares
    Change vs previous 13F -92,212 shares

    0.04% of the 13F portfolio, value $229,142,907.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,763,700 shares
    • Charles Schwab Trust Co: 6,068 shares

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

  7. period ended2024-12-31
    13F 2,861,980 shares
    Change vs previous 13F -40,113 shares

    0.04% of the 13F portfolio, value $234,625,120.

    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 2,902,093 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $241,309,033.

    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).