Charles Schwab Trust Co: IEMG position timeline

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

Charles Schwab Trust Co held 12,917,834 IEMG 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 12,917,834 shares
Change vs previous 13F -1,005,911 shares
0.14% of the 13F portfolio, value $1,070,113,331.
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: 12,884,739 shares
- Charles Schwab Trust Co: 33,095 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,923,745 shares
Change vs previous 13F +3,041,157 shares
0.15% of the 13F portfolio, value $971,181,186.
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: 13,889,171 shares
- Charles Schwab Trust Co: 34,574 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 10,882,588 shares
Change vs previous 13F +96,045 shares
0.11% of the 13F portfolio, value $731,527,580.
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: 10,817,585 shares
- Charles Schwab Trust Co: 65,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 10,786,543 shares
Change vs previous 13F -87,201 shares
0.11% of the 13F portfolio, value $711,048,914.
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: 10,721,557 shares
- Charles Schwab Trust Co: 64,986 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 10,873,744 shares
Change vs previous 13F -3,333,092 shares
0.11% of the 13F portfolio, value $652,750,852.
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: 10,807,806 shares
- Charles Schwab Trust Co: 65,938 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 14,206,836 shares
Change vs previous 13F -4,021,896 shares
0.14% of the 13F portfolio, value $766,742,939.
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: 14,159,711 shares
- Charles Schwab Trust Co: 47,125 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 18,228,732 shares
Change vs previous 13F +2,518,274 shares
0.18% of the 13F portfolio, value $951,904,359.
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: 18,178,203 shares
- Charles Schwab Trust Co: 50,529 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 15,710,458 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $901,937,403.
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: 15,691,026 shares
- Charles Schwab Trust Co: 19,432 shares
Acceptance time not in the bulk data set (spec §4.2).