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Charles Schwab Trust Co: IEI position timeline

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

Charles Schwab Trust Co held 314,391 IEI 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 314,391 shares
    Change vs previous 13F +11,773 shares

    <0.01% of the 13F portfolio, value $36,925,223.

    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: 311,526 shares
    • Charles Schwab Trust Co: 2,865 shares

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

  2. period ended2026-03-31
    13F 302,618 shares
    Change vs previous 13F +13,362 shares

    0.01% of the 13F portfolio, value $35,890,495.

    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: 299,887 shares
    • Charles Schwab Trust Co: 2,731 shares

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

  3. period ended2025-12-31
    13F 289,256 shares
    Change vs previous 13F -760,156 shares

    0.01% of the 13F portfolio, value $34,522,704.

    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: 284,011 shares
    • Charles Schwab Trust Co: 5,245 shares

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

  4. period ended2025-09-30
    13F 1,049,412 shares
    Change vs previous 13F -1,090 shares

    0.02% of the 13F portfolio, value $125,415,228.

    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: 1,043,926 shares
    • Charles Schwab Trust Co: 5,486 shares

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

  5. period ended2025-06-30
    13F 1,050,502 shares
    Change vs previous 13F -17,061 shares

    0.02% of the 13F portfolio, value $125,104,283.

    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: 1,045,001 shares
    • Charles Schwab Trust Co: 5,501 shares

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

  6. period ended2025-03-31
    13F/A 1,067,563 shares
    Change vs previous 13F -10,784 shares

    0.02% of the 13F portfolio, value $126,116,637.

    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: 1,061,970 shares
    • Charles Schwab Trust Co: 5,593 shares

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

  7. period ended2024-12-31
    13F 1,078,347 shares
    Change vs previous 13F +5,754 shares

    0.02% of the 13F portfolio, value $124,602,996.

    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: 1,075,234 shares
    • Charles Schwab Trust Co: 3,113 shares

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

  8. period ended2024-09-30
    13F 1,072,593 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $128,287,552.

    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: 1,069,518 shares
    • Charles Schwab Trust Co: 3,075 shares

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