Skip to content
Disclosery

Charles Schwab Trust Co: OI position timeline

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

Charles Schwab Trust Co held 1,907,337 OI 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 1,907,337 shares
    Change vs previous 13F -140,501 shares

    <0.01% of the 13F portfolio, value $18,367,655.

    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 2,047,838 shares
    Change vs previous 13F -71,737 shares

    <0.01% of the 13F portfolio, value $21,522,777.

    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 2,119,575 shares
    Change vs previous 13F +24,026 shares

    <0.01% of the 13F portfolio, value $31,284,927.

    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 2,095,549 shares
    Change vs previous 13F +73,355 shares

    <0.01% of the 13F portfolio, value $27,179,271.

    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 2,022,194 shares
    Change vs previous 13F +29,307 shares

    0.01% of the 13F portfolio, value $29,807,140.

    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 1,992,887 shares
    Change vs previous 13F +144,030 shares

    <0.01% of the 13F portfolio, value $22,858,414.

    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 1,848,857 shares
    Change vs previous 13F +25,719 shares

    <0.01% of the 13F portfolio, value $20,041,610.

    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 1,823,138 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,919,571.

    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).