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Disclosery

Charles Schwab Trust Co: CRSP position timeline

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

Charles Schwab Trust Co held 1,057,837 CRSP 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 1,057,837 shares
    Change vs previous 13F +18,488 shares

    0.01% of the 13F portfolio, value $57,694,430.

    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 1,039,349 shares
    Change vs previous 13F +9,167 shares

    0.01% of the 13F portfolio, value $49,441,832.

    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 1,030,182 shares
    Change vs previous 13F +44,412 shares

    0.01% of the 13F portfolio, value $54,022,744.

    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 985,770 shares
    Change vs previous 13F +52,566 shares

    0.01% of the 13F portfolio, value $63,887,754.

    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 933,204 shares
    Change vs previous 13F +219,665 shares

    0.01% of the 13F portfolio, value $45,391,043.

    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 713,539 shares
    Change vs previous 13F -9,493 shares

    <0.01% of the 13F portfolio, value $24,281,732.

    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 723,032 shares
    Change vs previous 13F -1,209 shares

    0.01% of the 13F portfolio, value $28,458,540.

    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 724,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $34,024,842.

    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).