Skip to content
Disclosery

Charles Schwab Trust Co: CIM position timeline

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

Charles Schwab Trust Co held 1,384,672 CIM 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 1,384,672 shares
    Change vs previous 13F -197,241 shares

    <0.01% of the 13F portfolio, value $18,471,524.

    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 1,581,913 shares
    Change vs previous 13F -35,589 shares

    <0.01% of the 13F portfolio, value $19,853,008.

    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 1,617,502 shares
    Change vs previous 13F -8,699 shares

    <0.01% of the 13F portfolio, value $20,105,550.

    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 1,626,201 shares
    Change vs previous 13F -83,357 shares

    <0.01% of the 13F portfolio, value $21,498,377.

    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 1,709,558 shares
    Change vs previous 13F -107,417 shares

    <0.01% of the 13F portfolio, value $23,711,569.

    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 1,816,975 shares
    Change vs previous 13F -104,045 shares

    <0.01% of the 13F portfolio, value $23,311,789.

    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 1,921,020 shares
    Change vs previous 13F -10,673 shares

    <0.01% of the 13F portfolio, value $26,894,280.

    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 1,931,693 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $30,578,700.

    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).