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Disclosery

Charles Schwab Trust Co: ITRI position timeline

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

Charles Schwab Trust Co held 596,769 ITRI 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 596,769 shares
    Change vs previous 13F +5,849 shares

    0.01% of the 13F portfolio, value $51,638,422.

    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 590,920 shares
    Change vs previous 13F +10,117 shares

    0.01% of the 13F portfolio, value $52,964,160.

    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 580,803 shares
    Change vs previous 13F -10,130 shares

    0.01% of the 13F portfolio, value $53,933,367.

    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 590,933 shares
    Change vs previous 13F +31,015 shares

    0.01% of the 13F portfolio, value $73,606,614.

    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 559,918 shares
    Change vs previous 13F +6,575 shares

    0.01% of the 13F portfolio, value $73,702,006.

    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 553,343 shares
    Change vs previous 13F -3,574 shares

    0.01% of the 13F portfolio, value $57,968,213.

    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 556,917 shares
    Change vs previous 13F -5,632 shares

    0.01% of the 13F portfolio, value $60,470,048.

    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 562,549 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $60,085,859.

    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).