Charles Schwab Trust Co: OCUL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on OCUL, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,533,438 OCUL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,533,438 sharesChange vs previous 13F +72,261 shares
<0.01% of the 13F portfolio, value $15,058,361.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,461,177 sharesChange vs previous 13F +720 shares
<0.01% of the 13F portfolio, value $12,376,169.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,460,457 sharesChange vs previous 13F +336,354 shares
<0.01% of the 13F portfolio, value $17,729,948.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,124,103 sharesChange vs previous 13F +28,648 shares
<0.01% of the 13F portfolio, value $13,140,764.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,095,455 sharesChange vs previous 13F -17,338 shares
<0.01% of the 13F portfolio, value $10,165,822.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,112,793 sharesChange vs previous 13F -18,692 shares
<0.01% of the 13F portfolio, value $8,156,773.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,131,485 sharesChange vs previous 13F +21,025 shares
<0.01% of the 13F portfolio, value $9,662,882.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,110,460 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $9,661,002.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).