Skip to content
Disclosery

Charles Schwab Trust Co: CRGY position timeline

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

Charles Schwab Trust Co held 5,114,028 CRGY 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 5,114,028 shares
    Change vs previous 13F -333,657 shares

    0.01% of the 13F portfolio, value $50,219,755.

    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 5,447,685 shares
    Change vs previous 13F +342,127 shares

    0.01% of the 13F portfolio, value $73,543,747.

    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 5,105,558 shares
    Change vs previous 13F +2,234,324 shares

    0.01% of the 13F portfolio, value $42,835,632.

    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 2,871,234 shares
    Change vs previous 13F +252,444 shares

    <0.01% of the 13F portfolio, value $25,611,407.

    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 2,618,790 shares
    Change vs previous 13F +403,528 shares

    <0.01% of the 13F portfolio, value $22,521,594.

    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 2,215,262 shares
    Change vs previous 13F +230,442 shares

    <0.01% of the 13F portfolio, value $24,899,545.

    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 1,984,820 shares
    Change vs previous 13F +398,555 shares

    0.01% of the 13F portfolio, value $28,998,220.

    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 1,586,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,369,602.

    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).