Charles Schwab Trust Co: UBER position timeline

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

Charles Schwab Trust Co held 15,956,738 UBER 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 15,956,738 shares
Change vs previous 13F +1,050,810 shares
0.15% of the 13F portfolio, value $1,151,438,214.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 14,905,928 shares
Change vs previous 13F +310,568 shares
0.16% of the 13F portfolio, value $1,072,183,401.
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: 14,905,928 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 14,595,360 shares
Change vs previous 13F +262,018 shares
0.18% of the 13F portfolio, value $1,192,586,866.
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: 14,592,712 shares
- Charles Schwab Trust Co: 2,648 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,333,342 shares
Change vs previous 13F +523,087 shares
0.22% of the 13F portfolio, value $1,404,237,516.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,810,255 shares
Change vs previous 13F +149,954 shares
0.22% of the 13F portfolio, value $1,288,496,792.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 13,660,301 shares
Change vs previous 13F +387,136 shares
0.19% of the 13F portfolio, value $995,289,531.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,273,165 shares
Change vs previous 13F +774,956 shares
0.15% of the 13F portfolio, value $800,637,313.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 12,498,209 shares
Change vs previous 13F not available
0.18% of the 13F portfolio, value $939,365,388.
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
Acceptance time not in the bulk data set (spec §4.2).