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Disclosery

Charles Schwab Trust Co: IJR position timeline

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

Charles Schwab Trust Co held 9,646 IJR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,646 shares
    Change vs previous 13F -523 shares

    0.08% of the 13F portfolio, value $1,430,598.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 10,169 shares
    Change vs previous 13F -1,436 shares

    0.08% of the 13F portfolio, value $1,264,108.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 11,605 shares
    Change vs previous 13F -15,251 shares

    0.09% of the 13F portfolio, value $1,394,689.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 26,856 shares
    Change vs previous 13F -364 shares

    0.22% of the 13F portfolio, value $3,191,298.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 27,220 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $2,974,874.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 27,213 shares
    Change vs previous 13F -175,607 shares

    0.24% of the 13F portfolio, value $2,845,663.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 27,213 shares

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

  7. period ended2024-12-31
    13F 202,820 shares
    Change vs previous 13F -224,960 shares

    <0.01% of the 13F portfolio, value $23,368,954.

    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: 175,405 shares
    • Charles Schwab Trust Co: 27,415 shares

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

  8. period ended2024-09-30
    13F 427,780 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,033,187.

    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: 399,766 shares
    • Charles Schwab Trust Co: 28,014 shares

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