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Disclosery

Charles Schwab Trust Co: IQ position timeline

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

Charles Schwab Trust Co held 8,083,455 IQ 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 8,083,455 shares
    Change vs previous 13F +447,486 shares

    <0.01% of the 13F portfolio, value $8,406,793.

    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 7,635,969 shares
    Change vs previous 13F +513,809 shares

    <0.01% of the 13F portfolio, value $10,308,558.

    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 7,122,160 shares
    Change vs previous 13F +1,208,700 shares

    <0.01% of the 13F portfolio, value $13,674,547.

    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 5,913,460 shares
    Change vs previous 13F +2,202,810 shares

    <0.01% of the 13F portfolio, value $15,138,458.

    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 3,710,650 shares
    Change vs previous 13F +1,826,266 shares

    <0.01% of the 13F portfolio, value $6,567,851.

    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 1,884,384 shares
    Change vs previous 13F +1,341,745 shares

    <0.01% of the 13F portfolio, value $4,258,708.

    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 542,639 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,090,704.

    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 542,639 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,551,948.

    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).