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TRUIST FINANCIAL CORP: SCHZ position timeline

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

TRUIST FINANCIAL CORP held 47,384 SCHZ 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 47,384 shares
    Change vs previous 13F +989 shares

    <0.01% of the 13F portfolio, value $1,095,997.

    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 46,395 shares
    Change vs previous 13F +6,874 shares

    <0.01% of the 13F portfolio, value $1,077,296.

    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 39,521 shares
    Change vs previous 13F +11,044 shares

    <0.01% of the 13F portfolio, value $923,602.

    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 28,477 shares
    Change vs previous 13F +6,886 shares

    <0.01% of the 13F portfolio, value $668,364.

    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 21,591 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $501,769.

    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 21,526 shares
    Change vs previous 13F +532 shares

    <0.01% of the 13F portfolio, value $498,542.

    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 20,994 shares
    Change vs previous 13F +9,647 shares

    <0.01% of the 13F portfolio, value $476,564.

    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 11,347 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $539,209.

    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).