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Disclosery

Charles Schwab Trust Co: VYMI position timeline

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

Charles Schwab Trust Co held 0 VYMI shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,815 shares

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,815 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $343,350.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 3,815 shares
    Change vs previous 13F -2,687 shares

    0.02% of the 13F portfolio, value $323,077.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 6,502 shares
    Change vs previous 13F -1,998 shares

    0.04% of the 13F portfolio, value $520,858.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 6,502 shares

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

  5. period ended2025-03-31
    13F/A 8,500 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $626,386.

    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: 4,685 shares
    • Charles Schwab Trust Co: 3,815 shares

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

  6. period ended2024-12-31
    13F 8,553 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $580,584.

    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: 4,738 shares
    • Charles Schwab Trust Co: 3,815 shares

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

  7. period ended2024-09-30
    13F 8,553 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $627,968.

    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: 4,738 shares
    • Charles Schwab Trust Co: 3,815 shares

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