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Disclosery

Charles Schwab Trust Co: ORC position timeline

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

Charles Schwab Trust Co held 1,686,744 ORC 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 1,686,744 shares
    Change vs previous 13F +194,320 shares

    <0.01% of the 13F portfolio, value $11,756,606.

    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 1,492,424 shares
    Change vs previous 13F +105,100 shares

    <0.01% of the 13F portfolio, value $10,491,741.

    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 1,387,324 shares
    Change vs previous 13F +278,938 shares

    <0.01% of the 13F portfolio, value $9,988,733.

    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 1,108,386 shares
    Change vs previous 13F +245,359 shares

    <0.01% of the 13F portfolio, value $7,769,786.

    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 863,027 shares
    Change vs previous 13F +146,443 shares

    <0.01% of the 13F portfolio, value $6,049,819.

    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 716,584 shares
    Change vs previous 13F +52,929 shares

    <0.01% of the 13F portfolio, value $5,388,712.

    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 663,655 shares
    Change vs previous 13F +77,435 shares

    <0.01% of the 13F portfolio, value $5,163,236.

    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 586,220 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,818,728.

    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).