Charles Schwab Trust Co: CL position timeline

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

Charles Schwab Trust Co held 5,155,386 CL 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 5,155,386 shares
Change vs previous 13F +26,866 shares
0.06% of the 13F portfolio, value $472,645,789.
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: 5,148,163 shares
- Charles Schwab Trust Co: 7,223 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,128,520 shares
Change vs previous 13F +172,435 shares
0.07% of the 13F portfolio, value $437,103,759.
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: 5,121,302 shares
- Charles Schwab Trust Co: 7,218 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 4,956,085 shares
Change vs previous 13F +96,052 shares
0.06% of the 13F portfolio, value $391,629,859.
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: 4,948,930 shares
- Charles Schwab Trust Co: 7,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 4,860,033 shares
Change vs previous 13F +21,348 shares
0.06% of the 13F portfolio, value $388,511,037.
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: 4,852,832 shares
- Charles Schwab Trust Co: 7,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 4,838,685 shares
Change vs previous 13F +72,349 shares
0.08% of the 13F portfolio, value $439,836,466.
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: 4,831,484 shares
- Charles Schwab Trust Co: 7,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 4,766,336 shares
Change vs previous 13F +28,724 shares
0.08% of the 13F portfolio, value $446,605,683.
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: 4,759,135 shares
- Charles Schwab Trust Co: 7,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 4,737,612 shares
Change vs previous 13F +136,766 shares
0.08% of the 13F portfolio, value $430,696,295.
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: 4,732,011 shares
- Charles Schwab Trust Co: 5,601 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,600,846 shares
Change vs previous 13F not available
0.09% of the 13F portfolio, value $477,613,825.
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: 4,595,245 shares
- Charles Schwab Trust Co: 5,601 shares
Acceptance time not in the bulk data set (spec §4.2).