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Charles Schwab Trust Co: SMA position timeline

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

Charles Schwab Trust Co held 896,899 SMA 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 896,899 shares
    Change vs previous 13F +50,260 shares

    <0.01% of the 13F portfolio, value $29,149,218.

    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 846,639 shares
    Change vs previous 13F +60,032 shares

    <0.01% of the 13F portfolio, value $25,636,229.

    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 786,607 shares
    Change vs previous 13F +331,725 shares

    <0.01% of the 13F portfolio, value $24,337,621.

    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 454,882 shares
    Change vs previous 13F +12,375 shares

    <0.01% of the 13F portfolio, value $17,121,758.

    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 442,507 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,032,029.

    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).