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Charles Schwab Trust Co: VGSH position timeline

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

Charles Schwab Trust Co held 912,065 VGSH 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 912,065 shares
    Change vs previous 13F +11,479 shares

    0.01% of the 13F portfolio, value $53,082,183.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 554,807 shares
    • Charles Schwab Trust Co: 357,258 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 900,586 shares
    Change vs previous 13F +8,362 shares

    0.01% of the 13F portfolio, value $52,720,304.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 540,895 shares
    • Charles Schwab Trust Co: 359,691 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 892,224 shares
    Change vs previous 13F +19,619 shares

    0.01% of the 13F portfolio, value $52,400,329.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 514,578 shares
    • Charles Schwab Trust Co: 377,646 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 872,605 shares
    Change vs previous 13F -178,281 shares

    0.01% of the 13F portfolio, value $51,352,804.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 491,020 shares
    • Charles Schwab Trust Co: 381,585 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,050,886 shares
    Change vs previous 13F -109,210 shares

    0.01% of the 13F portfolio, value $61,771,079.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 675,278 shares
    • Charles Schwab Trust Co: 375,608 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,160,096 shares
    Change vs previous 13F +21,205 shares

    0.01% of the 13F portfolio, value $68,086,034.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 780,002 shares
    • Charles Schwab Trust Co: 380,094 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,138,891 shares
    Change vs previous 13F +35,435 shares

    0.01% of the 13F portfolio, value $66,260,679.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 750,126 shares
    • Charles Schwab Trust Co: 388,765 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,103,456 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $65,125,973.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 719,270 shares
    • Charles Schwab Trust Co: 384,186 shares

    Acceptance time not in the bulk data set (spec §4.2).