Charles Schwab Trust Co: IPAC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on IPAC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,202,282 IPAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,202,282 sharesChange vs previous 13F +305,886 shares
0.01% of the 13F portfolio, value $98,502,964.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 896,396 sharesChange vs previous 13F -16,126 shares
0.01% of the 13F portfolio, value $68,583,258.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 912,522 sharesChange vs previous 13F -30,760 shares
0.01% of the 13F portfolio, value $66,805,736.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 943,282 sharesChange vs previous 13F -22,241 shares
0.01% of the 13F portfolio, value $69,265,197.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 965,523 sharesChange vs previous 13F -35,447 shares
0.01% of the 13F portfolio, value $66,331,430.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,000,970 sharesChange vs previous 13F -262,970 shares
0.01% of the 13F portfolio, value $62,300,373.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,263,940 sharesChange vs previous 13F -136,719 shares
0.01% of the 13F portfolio, value $77,226,734.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,400,659 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $93,269,883.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).