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Charles Schwab Trust Co: ZTS position timeline

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

Charles Schwab Trust Co held 4,003,981 ZTS 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 4,003,981 shares
    Change vs previous 13F +286,734 shares

    0.04% of the 13F portfolio, value $287,726,761.

    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 3,717,247 shares
    Change vs previous 13F +64,734 shares

    0.07% of the 13F portfolio, value $440,066,779.

    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 3,652,513 shares
    Change vs previous 13F +6,747 shares

    0.07% of the 13F portfolio, value $459,560,390.

    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 3,645,766 shares
    Change vs previous 13F +60,064 shares

    0.09% of the 13F portfolio, value $533,450,031.

    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 3,585,702 shares
    Change vs previous 13F +80,072 shares

    0.1% of the 13F portfolio, value $559,191,600.

    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: 3,585,702 shares
    • Charles Schwab Trust Co: 0 shares

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

  6. period ended2025-03-31
    13F/A 3,505,630 shares
    Change vs previous 13F +108,202 shares

    0.11% of the 13F portfolio, value $577,201,930.

    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: 3,503,690 shares
    • Charles Schwab Trust Co: 1,940 shares

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

  7. period ended2024-12-31
    13F 3,397,428 shares
    Change vs previous 13F +39,438 shares

    0.1% of the 13F portfolio, value $553,542,900.

    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: 3,394,355 shares
    • Charles Schwab Trust Co: 3,073 shares

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

  8. period ended2024-09-30
    13F 3,357,990 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $656,084,044.

    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: 3,354,907 shares
    • Charles Schwab Trust Co: 3,083 shares

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