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Disclosery

Charles Schwab Trust Co: ITOT position timeline

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

Charles Schwab Trust Co held 0 ITOT shares at 2026-03-31 per its 13F-HR filed 2026-04-10.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,600 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,600 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $237,904.

    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).

  3. period ended2025-09-30
    13F 1,600 shares
    Change vs previous 13F -104 shares

    0.02% of the 13F portfolio, value $233,040.

    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).

  4. period ended2025-06-30
    13F 1,704 shares
    Change vs previous 13F +1,704 shares

    0.02% of the 13F portfolio, value $230,108.

    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).

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,415 shares

    13F-HR 0001085146-25-002017 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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 6,415 shares
    Change vs previous 13F +4,472 shares

    0.07% of the 13F portfolio, value $825,097.

    13F-HR 0001085146-25-000294 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).

  7. period ended2024-09-30
    13F 1,943 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $244,080.

    13F-HR 0001085146-24-004756 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: 1,943 shares

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