Skip to content
Disclosery

Charles Schwab Trust Co: SARO position timeline

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

Charles Schwab Trust Co held 1,491,034 SARO 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 1,491,034 shares
    Change vs previous 13F +134,653 shares

    0.01% of the 13F portfolio, value $44,596,827.

    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 1,356,381 shares
    Change vs previous 13F +504,561 shares

    0.01% of the 13F portfolio, value $35,035,321.

    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 851,820 shares
    Change vs previous 13F +21,633 shares

    <0.01% of the 13F portfolio, value $24,430,198.

    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 830,187 shares
    Change vs previous 13F +115,626 shares

    <0.01% of the 13F portfolio, value $22,655,803.

    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 714,561 shares
    Change vs previous 13F +170,740 shares

    <0.01% of the 13F portfolio, value $22,615,856.

    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 543,821 shares
    Change vs previous 13F +223,334 shares

    <0.01% of the 13F portfolio, value $14,487,391.

    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 320,487 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,935,258.

    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).