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Disclosery

Charles Schwab Trust Co: ISRG position timeline

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

Charles Schwab Trust Co held 2,802,568 ISRG 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 2,802,568 shares
    Change vs previous 13F +178,866 shares

    0.15% of the 13F portfolio, value $1,114,525,243.

    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 2,623,702 shares
    Change vs previous 13F +69,188 shares

    0.18% of the 13F portfolio, value $1,209,500,385.

    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 2,554,514 shares
    Change vs previous 13F +39,831 shares

    0.22% of the 13F portfolio, value $1,446,774,549.

    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 2,514,683 shares
    Change vs previous 13F +89,747 shares

    0.18% of the 13F portfolio, value $1,124,641,678.

    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 2,424,936 shares
    Change vs previous 13F +53,526 shares

    0.23% of the 13F portfolio, value $1,317,734,472.

    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 2,371,410 shares
    Change vs previous 13F +53,741 shares

    0.22% of the 13F portfolio, value $1,174,488,231.

    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 2,317,669 shares
    Change vs previous 13F +90,202 shares

    0.22% of the 13F portfolio, value $1,209,730,511.

    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 2,227,467 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,094,287,701.

    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).