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Charles Schwab Trust Co: IUSG position timeline

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

Charles Schwab Trust Co held 282,914 IUSG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 282,914 shares
    Change vs previous 13F -31,602 shares

    0.01% of the 13F portfolio, value $53,213,295.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 28,608 shares
    • Charles Schwab Trust Co: 254,306 shares

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

  2. period ended2026-03-31
    13F 314,516 shares
    Change vs previous 13F +36,109 shares

    0.01% of the 13F portfolio, value $48,784,577.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 32,571 shares
    • Charles Schwab Trust Co: 281,945 shares

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

  3. period ended2025-12-31
    13F 278,407 shares
    Change vs previous 13F -8,641 shares

    0.01% of the 13F portfolio, value $46,755,671.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 34,060 shares
    • Charles Schwab Trust Co: 244,347 shares

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

  4. period ended2025-09-30
    13F 287,048 shares
    Change vs previous 13F -8,378 shares

    0.01% of the 13F portfolio, value $47,230,878.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 36,501 shares
    • Charles Schwab Trust Co: 250,547 shares

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

  5. period ended2025-06-30
    13F 295,426 shares
    Change vs previous 13F -992 shares

    0.01% of the 13F portfolio, value $44,432,071.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 45,089 shares
    • Charles Schwab Trust Co: 250,337 shares

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

  6. period ended2025-03-31
    13F/A 296,418 shares
    Change vs previous 13F -2,059 shares

    0.01% of the 13F portfolio, value $37,668,800.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 60,723 shares
    • Charles Schwab Trust Co: 235,695 shares

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

  7. period ended2024-12-31
    13F 298,477 shares
    Change vs previous 13F -50,136 shares

    0.01% of the 13F portfolio, value $41,592,770.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 65,614 shares
    • Charles Schwab Trust Co: 232,863 shares

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

  8. period ended2024-09-30
    13F 348,613 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $45,985,541.

    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: 92,643 shares
    • Charles Schwab Trust Co: 255,970 shares

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