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Disclosery

Charles Schwab Trust Co: UNIT position timeline

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

Charles Schwab Trust Co held 3,452,970 UNIT 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 3,452,970 shares
    Change vs previous 13F -237,401 shares

    0.01% of the 13F portfolio, value $39,605,566.

    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 3,690,371 shares
    Change vs previous 13F +44,016 shares

    0.01% of the 13F portfolio, value $34,615,680.

    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 3,646,355 shares
    Change vs previous 13F +280,763 shares

    <0.01% of the 13F portfolio, value $25,560,949.

    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 3,365,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,597,423.

    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).