Charles Schwab Trust Co: CMPR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on CMPR, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 183,831 CMPR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 183,831 sharesChange vs previous 13F +5,045 shares
<0.01% of the 13F portfolio, value $18,695,613.
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 178,786 sharesChange vs previous 13F +11,705 shares
<0.01% of the 13F portfolio, value $13,051,378.
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 167,081 sharesChange vs previous 13F -12,755 shares
<0.01% of the 13F portfolio, value $11,125,924.
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 179,836 sharesChange vs previous 13F -11,570 shares
<0.01% of the 13F portfolio, value $11,336,861.
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 191,406 sharesChange vs previous 13F -887 shares
<0.01% of the 13F portfolio, value $8,996,082.
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 192,293 sharesChange vs previous 13F -26,204 shares
<0.01% of the 13F portfolio, value $8,697,409.
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 218,497 sharesChange vs previous 13F -24,451 shares
<0.01% of the 13F portfolio, value $15,670,605.
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 242,948 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $19,902,300.
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).