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Charles Schwab Trust Co: BX position timeline

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

Charles Schwab Trust Co held 23,500,355 BX 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 23,500,355 shares
    Change vs previous 13F +2,140,746 shares

    0.37% of the 13F portfolio, value $2,765,286,772.

    13F-HR 0001752724-26-000057 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).

  2. period ended2026-03-31
    13F 21,359,609 shares
    Change vs previous 13F +17,007,658 shares

    0.38% of the 13F portfolio, value $2,456,141,439.

    13F-HR 0001752724-26-000037 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).

  3. period ended2025-12-31
    13F 4,351,951 shares
    Change vs previous 13F +84,334 shares

    0.1% of the 13F portfolio, value $670,809,727.

    13F-HR 0001752724-26-000003 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).

  4. period ended2025-09-30
    13F 4,267,617 shares
    Change vs previous 13F +67,423 shares

    0.12% of the 13F portfolio, value $729,122,364.

    13F-HR 0001752724-25-215019 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).

  5. period ended2025-06-30
    13F 4,200,194 shares
    Change vs previous 13F +44,314 shares

    0.11% of the 13F portfolio, value $628,265,019.

    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: 4,200,194 shares
    • Charles Schwab Trust Co: 0 shares

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

  6. period ended2025-03-31
    13F/A 4,155,880 shares
    Change vs previous 13F +108,836 shares

    0.11% of the 13F portfolio, value $580,908,841.

    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: 4,153,655 shares
    • Charles Schwab Trust Co: 2,225 shares

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

  7. period ended2024-12-31
    13F 4,047,044 shares
    Change vs previous 13F +113,732 shares

    0.13% of the 13F portfolio, value $697,791,211.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 4,045,143 shares
    • Charles Schwab Trust Co: 1,901 shares

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

  8. period ended2024-09-30
    13F 3,933,312 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $602,307,964.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,931,411 shares
    • Charles Schwab Trust Co: 1,901 shares

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