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Charles Schwab Trust Co: SMBS position timeline

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

Charles Schwab Trust Co held 244,513,787 SMBS 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 244,513,787 shares
    Change vs previous 13F +9,740,531 shares

    0.83% of the 13F portfolio, value $6,215,540,466.

    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 234,773,256 shares
    Change vs previous 13F +12,124,163 shares

    0.92% of the 13F portfolio, value $5,998,456,691.

    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 222,649,093 shares
    Change vs previous 13F +11,574,326 shares

    0.89% of the 13F portfolio, value $5,716,516,451.

    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 211,074,767 shares
    Change vs previous 13F +9,054,278 shares

    0.87% of the 13F portfolio, value $5,426,732,260.

    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 202,020,489 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $5,145,461,642.

    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).