Charles Schwab Trust Co: VB position timeline

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

Charles Schwab Trust Co held 1,631,900 VB 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 1,631,900 shares
Change vs previous 13F -228,463 shares
0.07% of the 13F portfolio, value $494,661,579.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,558,749 shares
- Charles Schwab Trust Co: 73,151 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,860,363 shares
Change vs previous 13F -31,072 shares
0.07% of the 13F portfolio, value $487,266,321.
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: 1,783,785 shares
- Charles Schwab Trust Co: 76,578 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,891,435 shares
Change vs previous 13F -70,623 shares
0.08% of the 13F portfolio, value $487,895,702.
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: 1,815,002 shares
- Charles Schwab Trust Co: 76,433 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,962,058 shares
Change vs previous 13F -132,526 shares
0.08% of the 13F portfolio, value $498,912,151.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,884,675 shares
- Charles Schwab Trust Co: 77,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,094,584 shares
Change vs previous 13F +107,694 shares
0.09% of the 13F portfolio, value $496,374,556.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,017,399 shares
- Charles Schwab Trust Co: 77,185 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,986,890 shares
Change vs previous 13F +180,490 shares
0.08% of the 13F portfolio, value $440,592,895.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,923,946 shares
- Charles Schwab Trust Co: 62,944 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,806,400 shares
Change vs previous 13F -40,450 shares
0.08% of the 13F portfolio, value $434,041,721.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,748,472 shares
- Charles Schwab Trust Co: 57,928 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,846,850 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $438,091,279.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,786,511 shares
- Charles Schwab Trust Co: 60,339 shares
Acceptance time not in the bulk data set (spec §4.2).