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Charles Schwab Trust Co: ANNX position timeline

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

Charles Schwab Trust Co held 1,257,799 ANNX 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 1,257,799 shares
    Change vs previous 13F +155,354 shares

    <0.01% of the 13F portfolio, value $7,182,032.

    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 1,102,445 shares
    Change vs previous 13F +45,385 shares

    <0.01% of the 13F portfolio, value $6,107,545.

    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 1,057,060 shares
    Change vs previous 13F +266,810 shares

    <0.01% of the 13F portfolio, value $5,306,441.

    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 790,250 shares
    Change vs previous 13F +61,861 shares

    <0.01% of the 13F portfolio, value $2,410,263.

    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 728,389 shares
    Change vs previous 13F +2,637 shares

    <0.01% of the 13F portfolio, value $1,748,134.

    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 725,752 shares
    Change vs previous 13F -18,043 shares

    <0.01% of the 13F portfolio, value $1,400,701.

    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 743,795 shares
    Change vs previous 13F +11,579 shares

    <0.01% of the 13F portfolio, value $3,815,668.

    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 732,216 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,334,719.

    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).