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Charles Schwab Trust Co: IAGG position timeline

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

Charles Schwab Trust Co held 1,112,367 IAGG 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 1,112,367 shares
    Change vs previous 13F +33,517 shares

    0.01% of the 13F portfolio, value $56,285,770.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,095,863 shares
    • Charles Schwab Trust Co: 16,504 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,078,850 shares
    Change vs previous 13F +59,617 shares

    0.01% of the 13F portfolio, value $53,985,654.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,062,201 shares
    • Charles Schwab Trust Co: 16,649 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,019,233 shares
    Change vs previous 13F +86,951 shares

    0.01% of the 13F portfolio, value $50,971,843.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,006,364 shares
    • Charles Schwab Trust Co: 12,869 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 932,282 shares
    Change vs previous 13F +59,528 shares

    0.01% of the 13F portfolio, value $47,760,807.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 919,522 shares
    • Charles Schwab Trust Co: 12,760 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 872,754 shares
    Change vs previous 13F +67,933 shares

    0.01% of the 13F portfolio, value $44,589,002.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 861,598 shares
    • Charles Schwab Trust Co: 11,156 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 804,821 shares
    Change vs previous 13F +125,294 shares

    0.01% of the 13F portfolio, value $40,233,002.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 793,247 shares
    • Charles Schwab Trust Co: 11,574 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 679,527 shares
    Change vs previous 13F +41,060 shares

    0.01% of the 13F portfolio, value $33,921,999.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 669,518 shares
    • Charles Schwab Trust Co: 10,009 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 638,467 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $33,085,372.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 628,170 shares
    • Charles Schwab Trust Co: 10,297 shares

    Acceptance time not in the bulk data set (spec §4.2).