Charles Schwab Trust Co: BKLN position timeline

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

Charles Schwab Trust Co held 10,363,514 BKLN 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 10,363,514 shares
Change vs previous 13F +317,372 shares
0.03% of the 13F portfolio, value $211,104,780.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,223,166 shares
- Charles Schwab Trust Co: 140,348 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,046,142 shares
Change vs previous 13F +444,768 shares
0.03% of the 13F portfolio, value $205,041,759.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 9,905,887 shares
- Charles Schwab Trust Co: 140,255 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 9,601,374 shares
Change vs previous 13F +472,684 shares
0.03% of the 13F portfolio, value $201,628,854.
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: 9,487,707 shares
- Charles Schwab Trust Co: 113,667 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 9,128,690 shares
Change vs previous 13F +357,362 shares
0.03% of the 13F portfolio, value $191,063,482.
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: 9,014,856 shares
- Charles Schwab Trust Co: 113,834 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,771,328 shares
Change vs previous 13F +339,891 shares
0.03% of the 13F portfolio, value $183,496,182.
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: 8,666,825 shares
- Charles Schwab Trust Co: 104,503 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 8,431,437 shares
Change vs previous 13F +390,552 shares
0.03% of the 13F portfolio, value $174,530,746.
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: 8,324,170 shares
- Charles Schwab Trust Co: 107,267 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,040,885 shares
Change vs previous 13F +251,777 shares
0.03% of the 13F portfolio, value $169,421,446.
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: 7,941,078 shares
- Charles Schwab Trust Co: 99,807 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 7,789,108 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $163,649,159.
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: 7,670,711 shares
- Charles Schwab Trust Co: 118,397 shares
Acceptance time not in the bulk data set (spec §4.2).