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TRUIST FINANCIAL CORP: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on SCHD, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 3,261,496 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,261,496 shares
    Change vs previous 13F +82,201 shares

    0.12% of the 13F portfolio, value $103,422,052.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 3,179,295 shares
    Change vs previous 13F -692,283 shares

    0.13% of the 13F portfolio, value $97,540,761.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 3,871,578 shares
    Change vs previous 13F +36,366 shares

    0.14% of the 13F portfolio, value $106,197,390.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 3,835,212 shares
    Change vs previous 13F +73,456 shares

    0.14% of the 13F portfolio, value $104,701,276.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 3,761,756 shares
    Change vs previous 13F +189,435 shares

    0.15% of the 13F portfolio, value $99,686,527.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 3,572,321 shares
    Change vs previous 13F +28,923 shares

    0.16% of the 13F portfolio, value $99,882,101.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 3,543,398 shares
    Change vs previous 13F +2,389,718 shares

    0.15% of the 13F portfolio, value $96,805,636.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 1,153,680 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $97,520,548.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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