Skip to content
Disclosery

Charles Schwab Trust Co: CXT position timeline

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

Charles Schwab Trust Co held 585,114 CXT 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 585,114 shares
    Change vs previous 13F +120,965 shares

    <0.01% of the 13F portfolio, value $29,934,432.

    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 464,149 shares
    Change vs previous 13F +34,351 shares

    <0.01% of the 13F portfolio, value $18,839,808.

    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 429,798 shares
    Change vs previous 13F -11,937 shares

    <0.01% of the 13F portfolio, value $20,230,592.

    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 441,735 shares
    Change vs previous 13F +370 shares

    <0.01% of the 13F portfolio, value $29,627,166.

    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 441,365 shares
    Change vs previous 13F -9,331 shares

    <0.01% of the 13F portfolio, value $23,789,574.

    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 450,696 shares
    Change vs previous 13F -9,447 shares

    <0.01% of the 13F portfolio, value $23,165,774.

    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 460,143 shares
    Change vs previous 13F +15,280 shares

    <0.01% of the 13F portfolio, value $26,789,525.

    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 444,863 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $24,956,814.

    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).