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Charles Schwab Trust Co: VRDN position timeline

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

Charles Schwab Trust Co held 815,027 VRDN 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 815,027 shares
    Change vs previous 13F +87,090 shares

    <0.01% of the 13F portfolio, value $14,972,046.

    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 727,937 shares
    Change vs previous 13F -21,024 shares

    <0.01% of the 13F portfolio, value $14,238,448.

    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 748,961 shares
    Change vs previous 13F +153,600 shares

    <0.01% of the 13F portfolio, value $23,307,666.

    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 595,361 shares
    Change vs previous 13F +21,340 shares

    <0.01% of the 13F portfolio, value $12,847,890.

    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 574,021 shares
    Change vs previous 13F +8,058 shares

    <0.01% of the 13F portfolio, value $8,024,814.

    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 565,963 shares
    Change vs previous 13F -9,107 shares

    <0.01% of the 13F portfolio, value $7,629,181.

    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 575,070 shares
    Change vs previous 13F +58,857 shares

    <0.01% of the 13F portfolio, value $11,024,092.

    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 516,213 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,743,846.

    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).