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Charles Schwab Trust Co: VUG position timeline

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

Charles Schwab Trust Co held 3,443,452 VUG 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 3,443,452 shares
    Change vs previous 13F +2,860,014 shares

    0.04% of the 13F portfolio, value $296,618,971.

    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: 3,440,932 shares
    • Charles Schwab Trust Co: 2,520 shares

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

  2. period ended2026-03-31
    13F 583,438 shares
    Change vs previous 13F -5,954 shares

    0.04% of the 13F portfolio, value $254,839,884.

    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: 583,438 shares
    • Charles Schwab Trust Co: 0 shares

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

  3. period ended2025-12-31
    13F 589,392 shares
    Change vs previous 13F -21,061 shares

    0.04% of the 13F portfolio, value $287,540,898.

    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: 588,771 shares
    • Charles Schwab Trust Co: 621 shares

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

  4. period ended2025-09-30
    13F 610,453 shares
    Change vs previous 13F -77,069 shares

    0.05% of the 13F portfolio, value $292,779,305.

    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: 609,832 shares
    • Charles Schwab Trust Co: 621 shares

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

  5. period ended2025-06-30
    13F 687,522 shares
    Change vs previous 13F -68,025 shares

    0.05% of the 13F portfolio, value $301,409,709.

    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: 686,901 shares
    • Charles Schwab Trust Co: 621 shares

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

  6. period ended2025-03-31
    13F/A 755,547 shares
    Change vs previous 13F -28,846 shares

    0.05% of the 13F portfolio, value $280,172,062.

    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: 754,926 shares
    • Charles Schwab Trust Co: 621 shares

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

  7. period ended2024-12-31
    13F 784,393 shares
    Change vs previous 13F -124,706 shares

    0.06% of the 13F portfolio, value $321,946,354.

    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: 783,034 shares
    • Charles Schwab Trust Co: 1,359 shares

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

  8. period ended2024-09-30
    13F 909,099 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $349,030,414.

    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).