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Charles Schwab Trust Co: TAK position timeline

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

Charles Schwab Trust Co held 619,021 TAK 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 619,021 shares
    Change vs previous 13F +78,673 shares

    <0.01% of the 13F portfolio, value $9,922,907.

    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 540,348 shares
    Change vs previous 13F +126,656 shares

    <0.01% of the 13F portfolio, value $10,007,245.

    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 413,692 shares
    Change vs previous 13F +27,932 shares

    <0.01% of the 13F portfolio, value $6,449,458.

    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 385,760 shares
    Change vs previous 13F +27,714 shares

    <0.01% of the 13F portfolio, value $5,647,526.

    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 358,046 shares
    Change vs previous 13F +46,830 shares

    <0.01% of the 13F portfolio, value $5,535,391.

    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 311,216 shares
    Change vs previous 13F +57,665 shares

    <0.01% of the 13F portfolio, value $4,627,782.

    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 253,551 shares
    Change vs previous 13F +66,386 shares

    <0.01% of the 13F portfolio, value $3,357,015.

    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 187,165 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,661,486.

    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).