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Charles Schwab Trust’s Sysco SYY Stock Holding History

Charles Schwab Trust’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$351K Hold
4,203
– – 0.02% 144
2026
Q1 		$300K Sell
4,203
-47
-1% -$3.88K 0.02% 138
2025
Q4 		$313K Buy
4,250
+50
+1% +$3.8K 0.02% 146
2025
Q3 		$346K Hold
4,200
– – 0.02% 144
2025
Q2 		$318K Hold
4,200
– – 0.02% 148
2025
Q1 		$315K Buy
4,200
+400
+11% +$29.3K 0.03% 142
2024
Q4 		$291K Hold
3,800
– – 0.03% 137
2024
Q3 		$297K Hold
3,800
– – 0.03% 129
2024
Q2 		$271K Hold
3,800
– – 0.03% 135
2024
Q1 		$308K Sell
3,800
-1,000
-21% -$78.8K 0.03% 133
2023
Q4 		$351K Sell
4,800
-240
-5% -$16.6K 0.03% 137
2023
Q3 		$333K Buy
+5,040
New +$362K 0.04% 137

Other funds holding SYY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab Trust's SYY Position: Q2 2026 in Review

Charles Schwab Trust held its Sysco (SYY) position steady in Q2 2026 at 4,203 shares worth $351K. The position accounts for 0.02% of the portfolio, ranked #144.

Charles Schwab Trust first reported a position in SYY in Q3 2023 and has held it in 12 quarters since. 1,632 funds tracked by Wall St. Rank hold SYY as of Q2 2026.

  • Charles Schwab Trust held 4,203 shares of Sysco worth $351K as of Q2 2026.
  • Charles Schwab Trust left its Sysco share count unchanged in Q2 2026.
  • Sysco made up 0.02% of Charles Schwab Trust's portfolio in Q2 2026, its #144 holding.
  • Charles Schwab Trust first reported a position in Sysco in Q3 2023 and has held it in 12 quarters since.
  • 1,632 funds tracked by Wall St. Rank held Sysco as of Q2 2026.

Based on Charles Schwab Trust's 13F filing for Q2 2026, filed 10 Jul 2026.