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Charles Schwab Trust Co: IVR position timeline

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

Charles Schwab Trust Co held 752,156 IVR 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 752,156 shares
    Change vs previous 13F +150,193 shares

    <0.01% of the 13F portfolio, value $5,942,032.

    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 601,963 shares
    Change vs previous 13F +5,936 shares

    <0.01% of the 13F portfolio, value $4,863,861.

    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 596,027 shares
    Change vs previous 13F +33,607 shares

    <0.01% of the 13F portfolio, value $5,012,587.

    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 562,420 shares
    Change vs previous 13F +12,577 shares

    <0.01% of the 13F portfolio, value $4,251,895.

    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 549,843 shares
    Change vs previous 13F +44,784 shares

    <0.01% of the 13F portfolio, value $4,310,769.

    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 505,059 shares
    Change vs previous 13F +31,382 shares

    <0.01% of the 13F portfolio, value $3,984,916.

    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 473,677 shares
    Change vs previous 13F +46,381 shares

    <0.01% of the 13F portfolio, value $3,813,100.

    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 427,296 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,012,309.

    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).