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Disclosery

Charles Schwab Trust Co: CLVT position timeline

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

Charles Schwab Trust Co held 6,457,555 CLVT 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 6,457,555 shares
    Change vs previous 13F +496,447 shares

    <0.01% of the 13F portfolio, value $13,948,319.

    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 5,961,108 shares
    Change vs previous 13F +511,671 shares

    <0.01% of the 13F portfolio, value $15,081,603.

    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 5,449,437 shares
    Change vs previous 13F +796,981 shares

    <0.01% of the 13F portfolio, value $18,201,120.

    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 4,652,456 shares
    Change vs previous 13F -398,255 shares

    <0.01% of the 13F portfolio, value $17,818,906.

    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 5,050,711 shares
    Change vs previous 13F +920,728 shares

    <0.01% of the 13F portfolio, value $21,718,057.

    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 4,129,983 shares
    Change vs previous 13F -164,935 shares

    <0.01% of the 13F portfolio, value $16,230,833.

    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 4,294,918 shares
    Change vs previous 13F -309,531 shares

    <0.01% of the 13F portfolio, value $21,818,183.

    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 4,604,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,691,588.

    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).