Charles Schwab Trust Co: URGN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on URGN, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 128,370 URGN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 128,370 sharesChange vs previous 13F +39,904 shares
<0.01% of the 13F portfolio, value $4,724,016.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 88,466 sharesChange vs previous 13F -2,523 shares
<0.01% of the 13F portfolio, value $1,590,619.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 90,989 sharesChange vs previous 13F -70 shares
<0.01% of the 13F portfolio, value $2,130,962.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 91,059 sharesChange vs previous 13F -1,839 shares
<0.01% of the 13F portfolio, value $1,816,627.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 92,898 sharesChange vs previous 13F -649 shares
<0.01% of the 13F portfolio, value $1,272,703.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 93,547 sharesChange vs previous 13F +30 shares
<0.01% of the 13F portfolio, value $1,034,630.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 93,517 sharesChange vs previous 13F +3,024 shares
<0.01% of the 13F portfolio, value $995,956.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 90,493 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,149,261.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).