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Disclosery

Charles Schwab Trust Co: COUR position timeline

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

Charles Schwab Trust Co held 1,708,946 COUR 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 1,708,946 shares
    Change vs previous 13F +335,305 shares

    <0.01% of the 13F portfolio, value $9,638,455.

    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 1,373,641 shares
    Change vs previous 13F -18,479 shares

    <0.01% of the 13F portfolio, value $7,994,591.

    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 1,392,120 shares
    Change vs previous 13F +127,182 shares

    <0.01% of the 13F portfolio, value $10,246,003.

    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 1,264,938 shares
    Change vs previous 13F +157,156 shares

    <0.01% of the 13F portfolio, value $14,812,424.

    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 1,107,782 shares
    Change vs previous 13F +66,731 shares

    <0.01% of the 13F portfolio, value $9,704,170.

    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 1,041,051 shares
    Change vs previous 13F +35,981 shares

    <0.01% of the 13F portfolio, value $6,933,400.

    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 1,005,070 shares
    Change vs previous 13F -31,230 shares

    <0.01% of the 13F portfolio, value $8,543,095.

    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 1,036,300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,228,222.

    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).