Skip to content
Disclosery

Charles Schwab Trust Co: IART position timeline

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

Charles Schwab Trust Co held 1,401,476 IART 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 1,401,476 shares
    Change vs previous 13F -210,669 shares

    <0.01% of the 13F portfolio, value $25,170,509.

    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 1,612,145 shares
    Change vs previous 13F +52,191 shares

    <0.01% of the 13F portfolio, value $15,186,406.

    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 1,559,954 shares
    Change vs previous 13F +169,908 shares

    <0.01% of the 13F portfolio, value $19,374,629.

    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 1,390,046 shares
    Change vs previous 13F +169,043 shares

    <0.01% of the 13F portfolio, value $19,919,359.

    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 1,221,003 shares
    Change vs previous 13F +74,082 shares

    <0.01% of the 13F portfolio, value $14,981,707.

    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 1,146,921 shares
    Change vs previous 13F +99,348 shares

    <0.01% of the 13F portfolio, value $25,220,793.

    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 1,047,573 shares
    Change vs previous 13F +103,291 shares

    <0.01% of the 13F portfolio, value $23,758,956.

    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 944,282 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,157,604.

    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).