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Chevy Chase Trust Holdings, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on SCHW, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 801,071 SCHW 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 801,071 shares
    Change vs previous 13F -34,311 shares

    0.19% of the 13F portfolio, value $73,914,821.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    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 835,382 shares
    Change vs previous 13F -28,556 shares

    0.23% of the 13F portfolio, value $78,509,200.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    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 863,938 shares
    Change vs previous 13F -24,091 shares

    0.23% of the 13F portfolio, value $86,316,047.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    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 888,029 shares
    Change vs previous 13F -31,425 shares

    0.23% of the 13F portfolio, value $84,780,128.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    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 919,454 shares
    Change vs previous 13F +10,306 shares

    0.24% of the 13F portfolio, value $83,890,983.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    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 909,148 shares
    Change vs previous 13F +111,813 shares

    0.23% of the 13F portfolio, value $71,168,106.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    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 797,335 shares
    Change vs previous 13F -16,543 shares

    0.18% of the 13F portfolio, value $59,010,764.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    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 813,878 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $52,747,434.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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