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Charles Schwab Trust Co: ZIM position timeline

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

Charles Schwab Trust Co held 1,579,056 ZIM 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 1,579,056 shares
    Change vs previous 13F -21,054 shares

    0.01% of the 13F portfolio, value $41,055,456.

    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 1,600,110 shares
    Change vs previous 13F +167,755 shares

    0.01% of the 13F portfolio, value $42,162,899.

    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 1,432,355 shares
    Change vs previous 13F +243,086 shares

    <0.01% of the 13F portfolio, value $30,408,897.

    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 1,189,269 shares
    Change vs previous 13F +158,870 shares

    <0.01% of the 13F portfolio, value $16,114,595.

    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 1,030,399 shares
    Change vs previous 13F +158,200 shares

    <0.01% of the 13F portfolio, value $16,579,120.

    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 872,199 shares
    Change vs previous 13F +36,441 shares

    <0.01% of the 13F portfolio, value $12,725,383.

    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 835,758 shares
    Change vs previous 13F -24,698 shares

    <0.01% of the 13F portfolio, value $17,943,724.

    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 860,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,079,301.

    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).