Charles Schwab Trust Co: TRV position timeline

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

Charles Schwab Trust Co held 1,427,780 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,427,780 shares
Change vs previous 13F +2,062 shares
0.06% of the 13F portfolio, value $471,338,733.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,426,610 shares
- Charles Schwab Trust Co: 1,170 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,425,718 shares
Change vs previous 13F -2,809 shares
0.06% of the 13F portfolio, value $415,853,426.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,424,700 shares
- Charles Schwab Trust Co: 1,018 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,428,527 shares
Change vs previous 13F -22,344 shares
0.06% of the 13F portfolio, value $414,358,542.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,427,527 shares
- Charles Schwab Trust Co: 1,000 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,450,871 shares
Change vs previous 13F -35,809 shares
0.06% of the 13F portfolio, value $405,112,200.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,449,802 shares
- Charles Schwab Trust Co: 1,069 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,486,680 shares
Change vs previous 13F -14,968 shares
0.07% of the 13F portfolio, value $397,746,367.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,485,611 shares
- Charles Schwab Trust Co: 1,069 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,501,648 shares
Change vs previous 13F -22,202 shares
0.07% of the 13F portfolio, value $397,125,830.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,500,579 shares
- Charles Schwab Trust Co: 1,069 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,523,850 shares
Change vs previous 13F +26,129 shares
0.07% of the 13F portfolio, value $367,080,226.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,522,769 shares
- Charles Schwab Trust Co: 1,081 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,497,721 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $350,646,446.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,496,652 shares
- Charles Schwab Trust Co: 1,069 shares
Acceptance time not in the bulk data set (spec §4.2).