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Charles Schwab Trust Co: IDT position timeline

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

Charles Schwab Trust Co held 255,279 IDT 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 255,279 shares
    Change vs previous 13F -30,479 shares

    <0.01% of the 13F portfolio, value $14,847,027.

    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 285,758 shares
    Change vs previous 13F -13,960 shares

    <0.01% of the 13F portfolio, value $14,030,718.

    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 299,718 shares
    Change vs previous 13F +10,345 shares

    <0.01% of the 13F portfolio, value $15,348,559.

    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 289,373 shares
    Change vs previous 13F +31,465 shares

    <0.01% of the 13F portfolio, value $15,137,102.

    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 257,908 shares
    Change vs previous 13F +79,643 shares

    <0.01% of the 13F portfolio, value $17,620,275.

    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 178,265 shares
    Change vs previous 13F +15,600 shares

    <0.01% of the 13F portfolio, value $9,146,777.

    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 162,665 shares
    Change vs previous 13F +4,857 shares

    <0.01% of the 13F portfolio, value $7,729,841.

    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 157,808 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,023,531.

    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).