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Charles Schwab Trust Co: TTAN position timeline

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

Charles Schwab Trust Co held 702,716 TTAN 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 702,716 shares
    Change vs previous 13F +158,103 shares

    0.01% of the 13F portfolio, value $49,689,049.

    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 544,613 shares
    Change vs previous 13F +38,498 shares

    0.01% of the 13F portfolio, value $34,561,141.

    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 506,115 shares
    Change vs previous 13F +14,750 shares

    0.01% of the 13F portfolio, value $53,901,248.

    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 491,365 shares
    Change vs previous 13F +413,431 shares

    0.01% of the 13F portfolio, value $49,544,333.

    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 77,934 shares
    Change vs previous 13F +1,656 shares

    <0.01% of the 13F portfolio, value $8,352,966.

    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 76,278 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,254,801.

    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).