Skip to content
Disclosery

Charles Schwab Trust Co: YOU position timeline

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

Charles Schwab Trust Co held 895,454 YOU 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 895,454 shares
    Change vs previous 13F +64,501 shares

    0.01% of the 13F portfolio, value $49,903,651.

    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 830,953 shares
    Change vs previous 13F +918 shares

    0.01% of the 13F portfolio, value $40,226,435.

    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 830,035 shares
    Change vs previous 13F +5,859 shares

    <0.01% of the 13F portfolio, value $29,117,628.

    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 824,176 shares
    Change vs previous 13F -30,649 shares

    <0.01% of the 13F portfolio, value $27,510,995.

    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 854,825 shares
    Change vs previous 13F -19,582 shares

    <0.01% of the 13F portfolio, value $23,729,942.

    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 874,407 shares
    Change vs previous 13F -43,960 shares

    <0.01% of the 13F portfolio, value $22,655,885.

    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 918,367 shares
    Change vs previous 13F +46,213 shares

    <0.01% of the 13F portfolio, value $24,465,297.

    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 872,154 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $28,903,184.

    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).