Skip to content
Disclosery

Charles Schwab Trust Co: USCB position timeline

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

Charles Schwab Trust Co held 35,163 USCB 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 35,163 shares
    Change vs previous 13F +4,257 shares

    <0.01% of the 13F portfolio, value $719,435.

    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 30,906 shares
    Change vs previous 13F -3,139 shares

    <0.01% of the 13F portfolio, value $572,997.

    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 34,045 shares
    Change vs previous 13F +2,224 shares

    <0.01% of the 13F portfolio, value $627,109.

    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 31,821 shares
    Change vs previous 13F -2,038 shares

    <0.01% of the 13F portfolio, value $555,276.

    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 33,859 shares
    Change vs previous 13F +1,947 shares

    <0.01% of the 13F portfolio, value $560,028.

    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 31,912 shares
    Change vs previous 13F +1,581 shares

    <0.01% of the 13F portfolio, value $592,287.

    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 30,331 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $538,375.

    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 30,331 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $462,548.

    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).