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Charles Schwab Trust Co: SUB position timeline

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

Charles Schwab Trust Co held 38,157 SUB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,157 shares
    Change vs previous 13F +3,842 shares

    0.23% of the 13F portfolio, value $4,062,576.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 34,315 shares
    Change vs previous 13F +557 shares

    0.24% of the 13F portfolio, value $3,654,548.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 33,758 shares
    Change vs previous 13F +924 shares

    0.24% of the 13F portfolio, value $3,601,979.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 32,834 shares
    Change vs previous 13F +3,488 shares

    0.24% of the 13F portfolio, value $3,506,015.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 29,346 shares
    Change vs previous 13F -14,194 shares

    0.23% of the 13F portfolio, value $3,120,654.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 43,540 shares
    Change vs previous 13F +10,593 shares

    0.39% of the 13F portfolio, value $4,597,824.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    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 32,947 shares
    Change vs previous 13F +2,406 shares

    0.3% of the 13F portfolio, value $3,475,250.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    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 30,541 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,243,149.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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