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Charles Schwab Trust Co → IVZ

Charles Schwab Trust Co IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
4
Latest value
$31.4M
Q3 2026
Peak value
$31.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$30.5M
Q1 2026$30.3M
Q2 2026$31.2M
Q3 2026$31.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$31.4M577.0K——
Q2 2026$31.2M577.5K——
Q1 2026$30.3M637.5K——
Q4 2025$30.5M649.4K——

Other funds holding IVZ

Other Charles Schwab Trust Co positions

SCHW-PJ

SCHWAB STRATEGIC TR

$152.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$149M
SCHW-PJ

SCHWAB STRATEGIC TR

$145.2M
VGES

VANGUARD INDEX FDS

$133.6M
VGES

VANGUARD INDEX FDS

$126.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$124.7M
VGES

VANGUARD INDEX FDS

$117.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$113.4M
Charles Schwab Trust Co IVZ Holdings: 13F Position History | Track13F