SCYB β€” SCHWAB STRATEGIC TR

Ownership history in Charles Schwab Trust Co  Β·  7 quarters on record

AI Ownership Summary

Charles Schwab Trust Co reported SCHWAB STRATEGIC TR (SCYB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.85% in 2026 Q1. The latest visible filing shows SCYB at 0.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCYB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Charles Schwab Trust Co's position in SCHWAB STRATEGIC TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCYB was reported at 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Charles Schwab Trust Co held SCYB β€” position size vs. price
% of Fund (quarterly)    SCYB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 505,447 +70,510 +16.2% 0.85% $13.1M 2026-04-10 $26.16
2025 Q4 ADDED 434,937 +14,057 +3.3% 0.76% $11.5M 2026-01-09 $26.11
2025 Q3 ADDED 420,880 +36,725 +9.6% 0.76% $11.3M 2025-10-10 $25.39
2025 Q2 ADDED 384,155 +251,574 +189.8% 0.77% $10.2M 2025-07-17 $25.04
2025 Q1 ADDED 132,581 +7,236 +5.8% 0.29% $3.5M 2025-04-10 $23.48
2024 Q4 ADDED 125,345 +48,372 +62.8% 0.28% $3.3M 2025-01-16 $24.15
2024 Q3 INITIATED 76,973 β€” β€” 0.36% $4.1M 2024-10-09 $23.82

FAQ About Charles Schwab Trust Co and SCYB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Charles Schwab Trust Co reported owning SCYB?

Charles Schwab Trust Co reported SCYB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SCYB position in Charles Schwab Trust Co's portfolio?

The largest reported portfolio weight for SCYB was 0.85% in 2026 Q1.

What is the latest reported SCYB position on this page?

The most recent filing on this page is 2026 Q1, when Charles Schwab Trust Co reported 505,447 shares, equal to 0.85% of portfolio, with an estimated market value of $13.1M.

What does the chart on this SCYB ownership page compare?

The chart compares Charles Schwab Trust Co's quarterly SCYB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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