Charles Schwab Trust Co: ORCL position timeline

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

Charles Schwab Trust Co held 10,532,947 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 10,532,947 shares
Change vs previous 13F +85,493 shares
0.2% of the 13F portfolio, value $1,543,603,346.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,531,224 shares
- Charles Schwab Trust Co: 1,723 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,447,454 shares
Change vs previous 13F +270,744 shares
0.23% of the 13F portfolio, value $1,536,924,007.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,445,721 shares
- Charles Schwab Trust Co: 1,733 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 10,176,710 shares
Change vs previous 13F -544,658 shares
0.31% of the 13F portfolio, value $1,983,542,485.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,170,410 shares
- Charles Schwab Trust Co: 6,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 10,721,368 shares
Change vs previous 13F -311,401 shares
0.48% of the 13F portfolio, value $3,015,665,994.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,714,563 shares
- Charles Schwab Trust Co: 6,805 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,032,769 shares
Change vs previous 13F +60,245 shares
0.42% of the 13F portfolio, value $2,409,967,862.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,026,370 shares
- Charles Schwab Trust Co: 6,399 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 10,972,524 shares
Change vs previous 13F +81,322 shares
0.29% of the 13F portfolio, value $1,534,251,417.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,966,125 shares
- Charles Schwab Trust Co: 6,399 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,891,202 shares
Change vs previous 13F -1,281,044 shares
0.33% of the 13F portfolio, value $1,814,909,850.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,880,955 shares
- Charles Schwab Trust Co: 10,247 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 12,172,246 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $2,073,650,297.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 12,164,263 shares
- Charles Schwab Trust Co: 7,983 shares
Acceptance time not in the bulk data set (spec §4.2).