Charles Schwab Trust Co: AXS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on AXS, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 829,801 AXS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 829,801 sharesChange vs previous 13F +29,079 shares
0.01% of the 13F portfolio, value $89,153,819.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 800,722 sharesChange vs previous 13F +92,204 shares
0.01% of the 13F portfolio, value $81,201,218.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 708,518 sharesChange vs previous 13F -12,718 shares
0.01% of the 13F portfolio, value $75,875,193.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 721,236 sharesChange vs previous 13F +73,577 shares
0.01% of the 13F portfolio, value $69,094,409.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 647,659 sharesChange vs previous 13F -32,443 shares
0.01% of the 13F portfolio, value $67,239,957.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 680,102 sharesChange vs previous 13F -90,747 shares
0.01% of the 13F portfolio, value $68,173,424.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 770,849 sharesChange vs previous 13F -82,713 shares
0.01% of the 13F portfolio, value $68,312,638.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 853,562 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $67,952,071.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).