Charles Schwab Trust Co: ALEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on ALEC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 818,831 ALEC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 818,831 sharesChange vs previous 13F +31,423 shares
<0.01% of the 13F portfolio, value $1,645,850.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 787,408 sharesChange vs previous 13F +121,917 shares
<0.01% of the 13F portfolio, value $1,692,927.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 665,491 sharesChange vs previous 13F -24,033 shares
<0.01% of the 13F portfolio, value $1,038,166.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 689,524 sharesChange vs previous 13F +41,871 shares
<0.01% of the 13F portfolio, value $2,040,991.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 647,653 sharesChange vs previous 13F +22,923 shares
<0.01% of the 13F portfolio, value $906,714.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 624,730 sharesChange vs previous 13F -18,726 shares
<0.01% of the 13F portfolio, value $768,418.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 643,456 sharesChange vs previous 13F -117,150 shares
<0.01% of the 13F portfolio, value $1,216,132.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 760,606 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,544,424.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).