Charles Schwab Trust Co: SYY position timeline

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

Charles Schwab Trust Co held 3,330,606 SYY 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 3,330,606 shares
Change vs previous 13F +63,116 shares
0.04% of the 13F portfolio, value $278,372,050.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,326,403 shares
- Charles Schwab Trust Co: 4,203 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,267,490 shares
Change vs previous 13F +72,268 shares
0.04% of the 13F portfolio, value $233,070,062.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,263,287 shares
- Charles Schwab Trust Co: 4,203 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,195,222 shares
Change vs previous 13F +61,965 shares
0.04% of the 13F portfolio, value $235,455,888.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,190,972 shares
- Charles Schwab Trust Co: 4,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,133,257 shares
Change vs previous 13F -2,874 shares
0.04% of the 13F portfolio, value $257,992,381.
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: 3,129,057 shares
- Charles Schwab Trust Co: 4,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,136,131 shares
Change vs previous 13F +27,693 shares
0.04% of the 13F portfolio, value $237,530,562.
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: 3,131,931 shares
- Charles Schwab Trust Co: 4,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,108,438 shares
Change vs previous 13F +65,984 shares
0.04% of the 13F portfolio, value $233,257,188.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,104,238 shares
- Charles Schwab Trust Co: 4,200 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,042,454 shares
Change vs previous 13F +91,828 shares
0.04% of the 13F portfolio, value $232,626,033.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,038,654 shares
- Charles Schwab Trust Co: 3,800 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,950,626 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $230,325,866.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,946,826 shares
- Charles Schwab Trust Co: 3,800 shares
Acceptance time not in the bulk data set (spec §4.2).