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Disclosery

Charles Schwab Trust Co: AHRT position timeline

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

Charles Schwab Trust Co held 1,173,579 AHRT 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 1,173,579 shares
    Change vs previous 13F -10,942 shares

    <0.01% of the 13F portfolio, value $8,308,939.

    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 1,184,521 shares
    Change vs previous 13F -143,505 shares

    <0.01% of the 13F portfolio, value $6,514,866.

    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 1,328,026 shares
    Change vs previous 13F -64,702 shares

    <0.01% of the 13F portfolio, value $8,791,532.

    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 1,392,728 shares
    Change vs previous 13F +56,136 shares

    <0.01% of the 13F portfolio, value $9,763,023.

    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 1,336,592 shares
    Change vs previous 13F +132,902 shares

    <0.01% of the 13F portfolio, value $9,182,387.

    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 1,203,690 shares
    Change vs previous 13F +37,600 shares

    <0.01% of the 13F portfolio, value $9,039,712.

    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 1,166,090 shares
    Change vs previous 13F +98,829 shares

    <0.01% of the 13F portfolio, value $11,929,101.

    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 1,067,261 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,558,437.

    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).