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Disclosery

Charles Schwab Trust Co: MRVI position timeline

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

Charles Schwab Trust Co held 1,008,107 MRVI 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 1,008,107 shares
    Change vs previous 13F +14,759 shares

    <0.01% of the 13F portfolio, value $6,290,588.

    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 993,348 shares
    Change vs previous 13F +5,308 shares

    <0.01% of the 13F portfolio, value $2,811,175.

    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 988,040 shares
    Change vs previous 13F -649 shares

    <0.01% of the 13F portfolio, value $3,211,130.

    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 988,689 shares
    Change vs previous 13F +57,812 shares

    <0.01% of the 13F portfolio, value $2,837,537.

    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 930,877 shares
    Change vs previous 13F -19,870 shares

    <0.01% of the 13F portfolio, value $2,243,414.

    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 950,747 shares
    Change vs previous 13F +44,258 shares

    <0.01% of the 13F portfolio, value $2,101,151.

    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 906,489 shares
    Change vs previous 13F -40,087 shares

    <0.01% of the 13F portfolio, value $4,940,365.

    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 946,576 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,866,047.

    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).