Charles Schwab Trust Co: BDX position timeline

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

Charles Schwab Trust Co held 3,398,203 BDX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 3,398,203 shares
Change vs previous 13F +74,076 shares
0.07% of the 13F portfolio, value $515,287,516.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,324,127 shares
Change vs previous 13F +124,729 shares
0.08% of the 13F portfolio, value $522,961,448.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,199,398 shares
Change vs previous 13F -103,886 shares
0.1% of the 13F portfolio, value $620,909,003.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,199,398 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,303,284 shares
Change vs previous 13F +59,792 shares
0.1% of the 13F portfolio, value $617,712,328.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,302,019 shares
- Charles Schwab Trust Co: 1,265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,243,492 shares
Change vs previous 13F +151,059 shares
0.1% of the 13F portfolio, value $558,480,517.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,242,242 shares
- Charles Schwab Trust Co: 1,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,092,433 shares
Change vs previous 13F +37,933 shares
0.13% of the 13F portfolio, value $708,165,663.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,091,149 shares
- Charles Schwab Trust Co: 1,284 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,054,500 shares
Change vs previous 13F +66,873 shares
0.13% of the 13F portfolio, value $692,974,476.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,053,416 shares
- Charles Schwab Trust Co: 1,084 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,987,627 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $720,350,382.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,986,543 shares
- Charles Schwab Trust Co: 1,084 shares
Acceptance time not in the bulk data set (spec §4.2).