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Charles Schwab Trust Co: IGIB position timeline

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

Charles Schwab Trust Co held 15,109,705 IGIB 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 15,109,705 shares
    Change vs previous 13F +1,129,338 shares

    0.11% of the 13F portfolio, value $803,383,015.

    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: 15,069,486 shares
    • Charles Schwab Trust Co: 40,219 shares

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

  2. period ended2026-03-31
    13F 13,980,367 shares
    Change vs previous 13F +1,611,249 shares

    0.11% of the 13F portfolio, value $744,035,132.

    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: 13,942,612 shares
    • Charles Schwab Trust Co: 37,755 shares

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

  3. period ended2025-12-31
    13F 12,369,118 shares
    Change vs previous 13F +615,671 shares

    0.1% of the 13F portfolio, value $666,448,077.

    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: 12,337,463 shares
    • Charles Schwab Trust Co: 31,655 shares

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

  4. period ended2025-09-30
    13F 11,753,447 shares
    Change vs previous 13F +422,593 shares

    0.1% of the 13F portfolio, value $635,743,948.

    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: 11,721,744 shares
    • Charles Schwab Trust Co: 31,703 shares

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

  5. period ended2025-06-30
    13F 11,330,854 shares
    Change vs previous 13F +1,048,649 shares

    0.1% of the 13F portfolio, value $603,821,210.

    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: 11,299,041 shares
    • Charles Schwab Trust Co: 31,813 shares

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

  6. period ended2025-03-31
    13F/A 10,282,205 shares
    Change vs previous 13F -77,103 shares

    0.1% of the 13F portfolio, value $540,021,406.

    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: 10,256,318 shares
    • Charles Schwab Trust Co: 25,887 shares

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

  7. period ended2024-12-31
    13F 10,359,308 shares
    Change vs previous 13F +2,914,035 shares

    0.1% of the 13F portfolio, value $533,607,955.

    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: 10,354,287 shares
    • Charles Schwab Trust Co: 5,021 shares

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

  8. period ended2024-09-30
    13F 7,445,273 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $399,960,063.

    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: 7,438,385 shares
    • Charles Schwab Trust Co: 6,888 shares

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