Charles Schwab Trust Co: IEFA position timeline

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

Charles Schwab Trust Co held 1,285,211 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,285,211 shares
Change vs previous 13F -549,406 shares
0.02% of the 13F portfolio, value $124,125,679.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,224,963 shares
- Charles Schwab Trust Co: 60,248 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,834,617 shares
Change vs previous 13F +3,474 shares
0.03% of the 13F portfolio, value $166,087,877.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,772,968 shares
- Charles Schwab Trust Co: 61,649 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,831,143 shares
Change vs previous 13F -47,700 shares
0.03% of the 13F portfolio, value $163,814,019.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,760,288 shares
- Charles Schwab Trust Co: 70,855 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,878,843 shares
Change vs previous 13F -168,589 shares
0.03% of the 13F portfolio, value $164,041,782.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,799,485 shares
- Charles Schwab Trust Co: 79,358 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,047,432 shares
Change vs previous 13F -851,531 shares
0.03% of the 13F portfolio, value $170,919,624.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,961,791 shares
- Charles Schwab Trust Co: 85,641 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 2,898,963 shares
Change vs previous 13F -1,499,046 shares
0.04% of the 13F portfolio, value $219,306,552.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,808,941 shares
- Charles Schwab Trust Co: 90,022 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,398,009 shares
Change vs previous 13F -466,637 shares
0.06% of the 13F portfolio, value $309,092,047.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,299,458 shares
- Charles Schwab Trust Co: 98,551 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,864,646 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $379,685,582.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,767,708 shares
- Charles Schwab Trust Co: 96,938 shares
Acceptance time not in the bulk data set (spec §4.2).