Charles Schwab Trust Co

Bank

Position in ORCL — Oracle Corp

CIK 1789219 HENDERSON, NV

Position in ORCL

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$252,505

-$2,436 QoQ

Shares Held

1,723

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#673

of 812 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Charles Schwab Trust Co holds $9,373,798 across 4 Software - Infrastructure names. ORCL ranks #3 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	20,852	$7,778,213
2	CPAY	Corpay, Inc.	4,000	$1,333,080
3	ORCL	Oracle Corp This page	1,723	$252,505
4	RKTO	Rocket One Inc.	10,000	$10,000

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,505	1,723	-0.6%	Shares	Sole	2026-07-10
2026-03-31	$254,941	1,733	-72.5%	Shares	Sole	2026-04-10
2025-12-31	$1,227,933	6,300	-7.4%	Shares	Sole	2026-01-09
2025-09-30	$1,913,838	6,805	+6.3%	Shares	Sole	2025-10-10
2025-06-30	$1,399,013	6,399	0.0%	Shares	Sole	2025-07-17
2025-03-31	$894,644	6,399	-37.6%	Shares	Sole	2025-04-10
2024-12-31	$1,707,560	10,247	+28.4%	Shares	Sole	2025-01-16
2024-09-30	$1,360,303	7,983	-9.2%	Shares	Sole	2024-10-09
2024-06-30	$1,241,571	8,793	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$1,103,107	8,782	-13.2%	Shares	Sole	2024-04-12
2023-12-31	$1,066,740	10,118	-4.8%	Shares	Sole	2024-01-10
2023-09-30	$1,125,188	10,623	+6.4%	Shares	Sole	2023-10-19
2023-06-30	$1,188,756	9,982	0.0%	Shares	Sole	2023-07-24
2023-03-31	$927,527	9,982	-19.1%	Shares	Sole	2023-04-11
2022-12-31	$1,008,916	12,343	0.0%	Shares	Sole	2023-01-26
2022-09-30	$753,787	12,343	+2.7%	Shares	Sole	2022-10-19
2022-06-30	$839,697	12,018	-0.7%	Shares	Sole	2022-07-22
2022-03-31	$1,001,612	12,107	-8.2%	Shares	Sole	2022-04-14
2021-12-31	$1,150,125	13,188	-1.3%	Shares	Sole	2022-01-14
2021-09-30	$1,164,405	13,364	+2.4%	Shares	Sole	2021-10-08
2021-06-30	$1,016,201	13,055	-0.4%	Shares	Sole	2021-08-04
2021-03-31	$919,858	13,109	-6.1%	Shares	Sole	2021-04-14
2020-12-31	$903,266	13,963	0.0%	Shares	Sole	2021-01-14
2020-09-30	$833,591	13,963	+1.5%	Shares	Sole	2020-10-30
2020-06-30	$760,349	13,757	+0.8%	Shares	Sole	2020-07-28
2020-03-31	$659,366	13,643	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.