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Charles Schwab Trust Co: CAE position timeline

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

Charles Schwab Trust Co held 869,424 CAE 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 869,424 shares
    Change vs previous 13F +22,541 shares

    <0.01% of the 13F portfolio, value $21,760,878.

    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 846,883 shares
    Change vs previous 13F +22,791 shares

    <0.01% of the 13F portfolio, value $21,979,938.

    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 824,092 shares
    Change vs previous 13F -1,923 shares

    <0.01% of the 13F portfolio, value $25,094,000.

    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 826,015 shares
    Change vs previous 13F +60,811 shares

    <0.01% of the 13F portfolio, value $24,464,395.

    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 765,204 shares
    Change vs previous 13F -42,781 shares

    <0.01% of the 13F portfolio, value $22,383,276.

    13F-HR 0001752724-25-186359 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).

  6. period ended2025-03-31
    13F/A 807,985 shares
    Change vs previous 13F -20,866 shares

    <0.01% of the 13F portfolio, value $19,862,207.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 828,851 shares
    Change vs previous 13F +7,215 shares

    <0.01% of the 13F portfolio, value $21,035,842.

    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 821,636 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,441,260.

    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).