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Disclosery

Charles Schwab Trust Co: DBI position timeline

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

Charles Schwab Trust Co held 1,567,294 DBI 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 1,567,294 shares
    Change vs previous 13F -541,736 shares

    <0.01% of the 13F portfolio, value $9,137,324.

    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 2,109,030 shares
    Change vs previous 13F -76,795 shares

    <0.01% of the 13F portfolio, value $12,000,381.

    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 2,185,825 shares
    Change vs previous 13F +484,134 shares

    <0.01% of the 13F portfolio, value $16,240,680.

    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 1,701,691 shares
    Change vs previous 13F +590,122 shares

    <0.01% of the 13F portfolio, value $6,023,986.

    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 1,111,569 shares
    Change vs previous 13F +486,693 shares

    <0.01% of the 13F portfolio, value $2,645,534.

    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 624,876 shares
    Change vs previous 13F +73,736 shares

    <0.01% of the 13F portfolio, value $2,280,797.

    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 551,140 shares
    Change vs previous 13F -204,256 shares

    <0.01% of the 13F portfolio, value $2,943,088.

    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 755,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,574,822.

    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).