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Charles Schwab Trust Co: ORGO position timeline

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

Charles Schwab Trust Co held 905,024 ORGO 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 905,024 shares
    Change vs previous 13F +25,192 shares

    <0.01% of the 13F portfolio, value $2,199,208.

    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 879,832 shares
    Change vs previous 13F +173,133 shares

    <0.01% of the 13F portfolio, value $2,085,202.

    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 706,699 shares
    Change vs previous 13F -155,946 shares

    <0.01% of the 13F portfolio, value $3,660,701.

    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 862,645 shares
    Change vs previous 13F -96,055 shares

    <0.01% of the 13F portfolio, value $3,640,362.

    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 958,700 shares
    Change vs previous 13F +123,654 shares

    <0.01% of the 13F portfolio, value $3,508,842.

    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 835,046 shares
    Change vs previous 13F -90,614 shares

    <0.01% of the 13F portfolio, value $3,607,399.

    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 925,660 shares
    Change vs previous 13F -22,791 shares

    <0.01% of the 13F portfolio, value $2,962,112.

    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 948,451 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,712,570.

    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).