Skip to content
Disclosery

Charles Schwab Trust Co: SRRK position timeline

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

Charles Schwab Trust Co held 864,286 SRRK 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 864,286 shares
    Change vs previous 13F +163,275 shares

    0.01% of the 13F portfolio, value $47,535,730.

    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 701,011 shares
    Change vs previous 13F -1,084 shares

    0.01% of the 13F portfolio, value $34,461,701.

    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 702,095 shares
    Change vs previous 13F +25,060 shares

    <0.01% of the 13F portfolio, value $30,927,285.

    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 677,035 shares
    Change vs previous 13F +41,144 shares

    <0.01% of the 13F portfolio, value $25,212,783.

    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 635,891 shares
    Change vs previous 13F +18,784 shares

    <0.01% of the 13F portfolio, value $22,523,259.

    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 617,107 shares
    Change vs previous 13F -5,302 shares

    <0.01% of the 13F portfolio, value $19,839,990.

    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 622,409 shares
    Change vs previous 13F +119,616 shares

    <0.01% of the 13F portfolio, value $26,900,517.

    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 502,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,027,372.

    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).