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Charles Schwab Trust Co: TRVI position timeline

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

Charles Schwab Trust Co held 965,402 TRVI 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 965,402 shares
    Change vs previous 13F +124,830 shares

    <0.01% of the 13F portfolio, value $18,004,747.

    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 840,572 shares
    Change vs previous 13F +3,772 shares

    <0.01% of the 13F portfolio, value $10,028,024.

    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 836,800 shares
    Change vs previous 13F +30,469 shares

    <0.01% of the 13F portfolio, value $10,476,736.

    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 806,331 shares
    Change vs previous 13F +580,396 shares

    <0.01% of the 13F portfolio, value $7,377,929.

    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 225,935 shares
    Change vs previous 13F +18,417 shares

    <0.01% of the 13F portfolio, value $1,235,864.

    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 207,518 shares
    Change vs previous 13F +34,455 shares

    <0.01% of the 13F portfolio, value $1,305,288.

    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 173,063 shares
    Change vs previous 13F +22,145 shares

    <0.01% of the 13F portfolio, value $713,020.

    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 150,918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $504,066.

    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).