Skip to content
Disclosery

Charles Schwab Trust Co: INVA position timeline

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

Charles Schwab Trust Co held 1,151,307 INVA 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 1,151,307 shares
    Change vs previous 13F -12,406 shares

    <0.01% of the 13F portfolio, value $26,146,182.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,163,713 shares
    Change vs previous 13F +142,567 shares

    <0.01% of the 13F portfolio, value $27,114,513.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,021,146 shares
    Change vs previous 13F +147,557 shares

    <0.01% of the 13F portfolio, value $20,412,709.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 873,589 shares
    Change vs previous 13F +119,828 shares

    <0.01% of the 13F portfolio, value $15,942,999.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 753,761 shares
    Change vs previous 13F +143,956 shares

    <0.01% of the 13F portfolio, value $15,143,058.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 609,805 shares
    Change vs previous 13F -17,857 shares

    <0.01% of the 13F portfolio, value $11,055,765.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 627,662 shares
    Change vs previous 13F -104,634 shares

    <0.01% of the 13F portfolio, value $10,889,936.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 732,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,140,636.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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