Skip to content
Disclosery

Charles Schwab Trust Co: IWD position timeline

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

Charles Schwab Trust Co held 999 IWD 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 999 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $242,188.

    13F-HR 0001789219-26-000004 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).

  2. period ended2026-03-31
    13F 999 shares
    Change vs previous 13F -1,037 shares

    0.01% of the 13F portfolio, value $213,456.

    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).

  3. period ended2025-12-31
    13F 2,036 shares
    Change vs previous 13F +597 shares

    0.03% of the 13F portfolio, value $428,252.

    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).

  4. period ended2025-09-30
    13F 1,439 shares
    Change vs previous 13F +284 shares

    0.02% of the 13F portfolio, value $292,966.

    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).

  5. period ended2025-06-30
    13F 1,155 shares
    Change vs previous 13F -622 shares

    0.02% of the 13F portfolio, value $224,336.

    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).

  6. period ended2025-03-31
    13F 1,777 shares
    Change vs previous 13F -1,654 shares

    0.03% of the 13F portfolio, value $334,360.

    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).

  7. period ended2024-12-31
    13F 3,431 shares
    Change vs previous 13F +138 shares

    0.05% of the 13F portfolio, value $635,181.

    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).

  8. period ended2024-09-30
    13F 3,293 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $625,011.

    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: 3,293 shares

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