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Charles Schwab Trust Co: UPS position timeline

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

Charles Schwab Trust Co held 24,698,297 UPS 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 24,698,297 shares
    Change vs previous 13F +2,585,440 shares

    0.35% of the 13F portfolio, value $2,655,066,928.

    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 22,112,857 shares
    Change vs previous 13F -5,029,902 shares

    0.33% of the 13F portfolio, value $2,175,462,871.

    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 27,142,759 shares
    Change vs previous 13F +856,125 shares

    0.42% of the 13F portfolio, value $2,692,290,265.

    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 26,286,634 shares
    Change vs previous 13F +494,495 shares

    0.35% of the 13F portfolio, value $2,195,722,578.

    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 25,792,139 shares
    Change vs previous 13F +746,667 shares

    0.45% of the 13F portfolio, value $2,603,458,515.

    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 25,045,472 shares
    Change vs previous 13F +1,780,807 shares

    0.52% of the 13F portfolio, value $2,754,751,439.

    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).

  7. period ended2024-12-31
    13F 23,264,665 shares
    Change vs previous 13F +1,337,058 shares

    0.54% of the 13F portfolio, value $2,933,674,223.

    13F-HR 0001752724-25-020817 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).

  8. period ended2024-09-30
    13F 21,927,607 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,989,609,472.

    13F-HR 0001752724-24-247180 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).