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Charles Schwab Trust Co: SGRY position timeline

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

Charles Schwab Trust Co held 1,081,600 SGRY 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 1,081,600 shares
    Change vs previous 13F -25,650 shares

    <0.01% of the 13F portfolio, value $18,170,880.

    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 1,107,250 shares
    Change vs previous 13F +116,602 shares

    <0.01% of the 13F portfolio, value $13,198,420.

    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 990,648 shares
    Change vs previous 13F +59,983 shares

    <0.01% of the 13F portfolio, value $15,305,512.

    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 930,665 shares
    Change vs previous 13F +22,233 shares

    <0.01% of the 13F portfolio, value $20,139,591.

    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 908,432 shares
    Change vs previous 13F +17,616 shares

    <0.01% of the 13F portfolio, value $20,194,443.

    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 890,816 shares
    Change vs previous 13F +56,399 shares

    <0.01% of the 13F portfolio, value $21,156,880.

    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 834,417 shares
    Change vs previous 13F +61,671 shares

    <0.01% of the 13F portfolio, value $17,664,608.

    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 772,746 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,913,331.

    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).