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Charles Schwab Trust Co: TSM position timeline

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

Charles Schwab Trust Co held 35,133 TSM 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 35,133 shares
    Change vs previous 13F +28,877 shares

    <0.01% of the 13F portfolio, value $16,778,467.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 28,877 shares
    • Charles Schwab Trust Co: 6,256 shares

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

  2. period ended2026-03-31
    13F 6,256 shares
    Change vs previous 13F +1,661 shares

    0.14% of the 13F portfolio, value $2,114,215.

    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 4,595 shares
    Change vs previous 13F +150 shares

    0.09% of the 13F portfolio, value $1,396,375.

    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 4,445 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,241,444.

    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 4,445 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,006,748.

    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 4,445 shares
    Change vs previous 13F +181 shares

    0.06% of the 13F portfolio, value $737,870.

    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 4,264 shares
    Change vs previous 13F +143 shares

    0.07% of the 13F portfolio, value $842,097.

    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 4,121 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $715,694.

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

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 4,121 shares

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