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Disclosery

Charles Schwab Trust Co: TIP position timeline

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

Charles Schwab Trust Co held 64,578 TIP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,578 shares
    Change vs previous 13F -1,296 shares

    0.39% of the 13F portfolio, value $7,066,771.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 65,874 shares
    Change vs previous 13F -10,672 shares

    0.47% of the 13F portfolio, value $7,269,855.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 76,546 shares
    Change vs previous 13F -2,848 shares

    0.55% of the 13F portfolio, value $8,413,171.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 79,394 shares
    Change vs previous 13F -1,841 shares

    0.6% of the 13F portfolio, value $8,830,201.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 81,235 shares
    Change vs previous 13F -2,127 shares

    0.67% of the 13F portfolio, value $8,939,099.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 83,362 shares
    Change vs previous 13F +1,171 shares

    0.78% of the 13F portfolio, value $9,260,685.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    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 82,191 shares
    Change vs previous 13F -1,773 shares

    0.75% of the 13F portfolio, value $8,757,451.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    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 83,964 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $9,275,503.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 83,964 shares

    Acceptance time not in the bulk data set (spec §4.2).