Charles Schwab Trust’s Rocket One Inc RKTO Stock Holding History

Charles Schwab Trust’s Portfolio RKTO Stock Details RKTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$7.14K	Hold	10,000	–	–	﹤0.01%	186
2026 Q2	$10K	Buy	+10,000	New	+$9.19K	﹤0.01%	171

Other funds holding RKTO

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Charles Schwab Trust's RKTO Position: Q3 2026 in Review

Charles Schwab Trust held its Rocket One Inc (RKTO) position steady in Q3 2026 at 10,000 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Charles Schwab Trust first reported a position in RKTO in Q2 2026 and has held it in 2 quarters since. The position peaked at $10K in Q2 2026. 5 funds tracked by Wall St. Rank hold RKTO as of Q3 2026.

Charles Schwab Trust held 10,000 shares of Rocket One Inc worth $7.14K as of Q3 2026.
Charles Schwab Trust left its Rocket One Inc share count unchanged in Q3 2026.
Rocket One Inc made up ﹤0.01% of Charles Schwab Trust's portfolio in Q3 2026, its #186 holding.
Charles Schwab Trust first reported a position in Rocket One Inc in Q2 2026 and has held it in 2 quarters since.
Charles Schwab Trust's Rocket One Inc position peaked at $10K in Q2 2026.
5 funds tracked by Wall St. Rank held Rocket One Inc as of Q3 2026.

Based on Charles Schwab Trust's 13F filing for Q3 2026, filed 15 Oct 2026.