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Charles Schwab Trust Co: TIC position timeline

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

Charles Schwab Trust Co held 1,933,126 TIC 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 1,933,126 shares
    Change vs previous 13F +145,217 shares

    <0.01% of the 13F portfolio, value $15,638,989.

    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 1,787,909 shares
    Change vs previous 13F +231,532 shares

    <0.01% of the 13F portfolio, value $11,764,441.

    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 1,556,377 shares
    Change vs previous 13F +157,870 shares

    <0.01% of the 13F portfolio, value $15,734,972.

    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 1,398,507 shares
    Change vs previous 13F +550,194 shares

    <0.01% of the 13F portfolio, value $18,614,128.

    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 848,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,365,376.

    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).