Skip to content
Disclosery

Charles Schwab Trust Co: TBI position timeline

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

Charles Schwab Trust Co held 1,195,620 TBI 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 1,195,620 shares
    Change vs previous 13F -524,313 shares

    <0.01% of the 13F portfolio, value $8,333,471.

    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 1,719,933 shares
    Change vs previous 13F -292,284 shares

    <0.01% of the 13F portfolio, value $6,724,938.

    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 2,012,217 shares
    Change vs previous 13F +492,984 shares

    <0.01% of the 13F portfolio, value $9,155,587.

    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 1,519,233 shares
    Change vs previous 13F +458,918 shares

    <0.01% of the 13F portfolio, value $9,312,898.

    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 1,060,315 shares
    Change vs previous 13F +446,463 shares

    <0.01% of the 13F portfolio, value $6,870,841.

    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 613,852 shares
    Change vs previous 13F +194,155 shares

    <0.01% of the 13F portfolio, value $3,259,554.

    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 419,697 shares
    Change vs previous 13F -202,485 shares

    <0.01% of the 13F portfolio, value $3,525,455.

    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 622,182 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,909,016.

    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).