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Charles Schwab Trust Co: IVW position timeline

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

Charles Schwab Trust Co held 215,425 IVW 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 215,425 shares
    Change vs previous 13F -13,285 shares

    <0.01% of the 13F portfolio, value $29,627,407.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 212,790 shares
    • Charles Schwab Trust Co: 2,635 shares

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

  2. period ended2026-03-31
    13F 228,710 shares
    Change vs previous 13F -12,943 shares

    <0.01% of the 13F portfolio, value $25,869,388.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 226,391 shares
    • Charles Schwab Trust Co: 2,319 shares

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

  3. period ended2025-12-31
    13F 241,653 shares
    Change vs previous 13F -14,148 shares

    <0.01% of the 13F portfolio, value $29,786,149.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 237,679 shares
    • Charles Schwab Trust Co: 3,974 shares

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

  4. period ended2025-09-30
    13F 255,801 shares
    Change vs previous 13F -61,011 shares

    <0.01% of the 13F portfolio, value $30,880,297.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 252,239 shares
    • Charles Schwab Trust Co: 3,562 shares

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

  5. period ended2025-06-30
    13F 316,812 shares
    Change vs previous 13F -99,684 shares

    0.01% of the 13F portfolio, value $34,881,001.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 314,771 shares
    • Charles Schwab Trust Co: 2,041 shares

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

  6. period ended2025-03-31
    13F/A 416,496 shares
    Change vs previous 13F -26,066 shares

    0.01% of the 13F portfolio, value $38,663,303.

    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 442,562 shares
    Change vs previous 13F -116,961 shares

    0.01% of the 13F portfolio, value $44,933,360.

    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 559,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $53,574,365.

    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).