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Charles Schwab Trust Co: AGIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on AGIO, newest first. How the timeline and the estimate are built.

Charles Schwab Trust Co held 538,128 AGIO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 538,128 shares
    Change vs previous 13F +61,096 shares

    <0.01% of the 13F portfolio, value $19,969,930.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 477,032 shares
    Change vs previous 13F -5,590 shares

    <0.01% of the 13F portfolio, value $16,137,993.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 482,622 shares
    Change vs previous 13F +436 shares

    <0.01% of the 13F portfolio, value $13,136,971.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 482,186 shares
    Change vs previous 13F +6,145 shares

    <0.01% of the 13F portfolio, value $19,354,946.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 476,041 shares
    Change vs previous 13F +11,083 shares

    <0.01% of the 13F portfolio, value $15,833,124.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 464,958 shares
    Change vs previous 13F -7,589 shares

    <0.01% of the 13F portfolio, value $13,623,269.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 472,547 shares
    Change vs previous 13F +6,927 shares

    <0.01% of the 13F portfolio, value $15,527,894.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 465,620 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,687,497.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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