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Charles Schwab Trust Co: AEP position timeline

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

Charles Schwab Trust Co held 3,572,715 AEP 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 3,572,715 shares
    Change vs previous 13F +56,919 shares

    0.06% of the 13F portfolio, value $488,783,163.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,568,905 shares
    • Charles Schwab Trust Co: 3,810 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,515,796 shares
    Change vs previous 13F +106,633 shares

    0.07% of the 13F portfolio, value $460,850,540.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,511,986 shares
    • Charles Schwab Trust Co: 3,810 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,409,163 shares
    Change vs previous 13F +29,150 shares

    0.06% of the 13F portfolio, value $393,110,585.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,405,323 shares
    • Charles Schwab Trust Co: 3,840 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,380,013 shares
    Change vs previous 13F +17,380 shares

    0.06% of the 13F portfolio, value $380,251,463.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,377,423 shares
    • Charles Schwab Trust Co: 2,590 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,362,633 shares
    Change vs previous 13F +33,670 shares

    0.06% of the 13F portfolio, value $348,906,611.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,360,043 shares
    • Charles Schwab Trust Co: 2,590 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 3,328,963 shares
    Change vs previous 13F +44,072 shares

    0.07% of the 13F portfolio, value $363,755,787.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,326,373 shares
    • Charles Schwab Trust Co: 2,590 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,284,891 shares
    Change vs previous 13F +101,691 shares

    0.06% of the 13F portfolio, value $302,965,542.

    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 3,183,200 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $326,596,370.

    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).