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TRUIST FINANCIAL CORP: SCHG position timeline

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

TRUIST FINANCIAL CORP held 3,403,303 SCHG 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 3,403,303 shares
    Change vs previous 13F +225,451 shares

    0.14% of the 13F portfolio, value $115,167,774.

    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 3,177,852 shares
    Change vs previous 13F -58,147 shares

    0.12% of the 13F portfolio, value $92,570,828.

    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 3,235,999 shares
    Change vs previous 13F +20,900 shares

    0.14% of the 13F portfolio, value $105,558,272.

    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 3,215,099 shares
    Change vs previous 13F +135,969 shares

    0.14% of the 13F portfolio, value $102,593,796.

    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 3,079,130 shares
    Change vs previous 13F -136,288 shares

    0.13% of the 13F portfolio, value $89,941,384.

    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 3,215,418 shares
    Change vs previous 13F +208,626 shares

    0.13% of the 13F portfolio, value $80,514,055.

    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 3,006,792 shares
    Change vs previous 13F +2,286,539 shares

    0.13% of the 13F portfolio, value $83,799,302.

    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 720,253 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $75,036,009.

    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).