Charles Schwab Trust Co: SPG position timeline

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

Charles Schwab Trust Co held 4,525,891 SPG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 4,525,891 shares
Change vs previous 13F +253,626 shares
0.13% of the 13F portfolio, value $1,012,215,522.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,272,265 shares
Change vs previous 13F +28,914 shares
0.12% of the 13F portfolio, value $796,905,590.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,243,351 shares
Change vs previous 13F +181,136 shares
0.12% of the 13F portfolio, value $785,486,704.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,062,215 shares
Change vs previous 13F +264,175 shares
0.12% of the 13F portfolio, value $762,355,889.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,062,215 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,798,040 shares
Change vs previous 13F +136,638 shares
0.11% of the 13F portfolio, value $610,572,910.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,795,650 shares
- Charles Schwab Trust Co: 2,390 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,661,402 shares
Change vs previous 13F +23,873 shares
0.11% of the 13F portfolio, value $608,085,644.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,637,529 shares
Change vs previous 13F +64,418 shares
0.12% of the 13F portfolio, value $626,418,869.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,573,111 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $603,927,221.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).