Skip to content
Disclosery

Charles Schwab Trust Co: EVH position timeline

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

Charles Schwab Trust Co held 2,131,573 EVH 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 2,131,573 shares
    Change vs previous 13F +182,127 shares

    <0.01% of the 13F portfolio, value $11,553,126.

    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 1,949,446 shares
    Change vs previous 13F +433,231 shares

    <0.01% of the 13F portfolio, value $4,444,737.

    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 1,516,215 shares
    Change vs previous 13F +211,749 shares

    <0.01% of the 13F portfolio, value $6,064,860.

    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 1,304,466 shares
    Change vs previous 13F +121,650 shares

    <0.01% of the 13F portfolio, value $11,035,782.

    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 1,182,816 shares
    Change vs previous 13F +159,739 shares

    <0.01% of the 13F portfolio, value $13,318,508.

    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 1,023,077 shares
    Change vs previous 13F +104,085 shares

    <0.01% of the 13F portfolio, value $9,688,539.

    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 918,992 shares
    Change vs previous 13F +6,597 shares

    <0.01% of the 13F portfolio, value $10,338,660.

    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 912,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $25,802,531.

    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).