Skip to content
Disclosery

Charles Schwab Trust Co: SPSC position timeline

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

Charles Schwab Trust Co held 542,524 SPSC 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 542,524 shares
    Change vs previous 13F +41,713 shares

    <0.01% of the 13F portfolio, value $31,016,097.

    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 500,811 shares
    Change vs previous 13F +11,990 shares

    <0.01% of the 13F portfolio, value $27,880,148.

    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 488,821 shares
    Change vs previous 13F -3,768 shares

    0.01% of the 13F portfolio, value $43,568,616.

    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 492,589 shares
    Change vs previous 13F -12,719 shares

    0.01% of the 13F portfolio, value $51,298,218.

    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 505,308 shares
    Change vs previous 13F +21,654 shares

    0.01% of the 13F portfolio, value $68,767,366.

    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).

  6. period ended2025-03-31
    13F/A 483,654 shares
    Change vs previous 13F +2,238 shares

    0.01% of the 13F portfolio, value $64,195,395.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 481,416 shares
    Change vs previous 13F +16,272 shares

    0.02% of the 13F portfolio, value $88,575,730.

    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 465,144 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $90,317,010.

    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).