Charles Schwab Trust Co: DE position timeline

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

Charles Schwab Trust Co held 1,644,849 DE 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 1,644,849 shares
Change vs previous 13F +15,975 shares
0.14% of the 13F portfolio, value $1,043,377,066.
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: 1,638,704 shares
- Charles Schwab Trust Co: 6,145 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,628,874 shares
Change vs previous 13F +19,186 shares
0.14% of the 13F portfolio, value $917,544,725.
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: 1,622,719 shares
- Charles Schwab Trust Co: 6,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,609,688 shares
Change vs previous 13F +43,411 shares
0.12% of the 13F portfolio, value $749,422,442.
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: 1,603,388 shares
- Charles Schwab Trust Co: 6,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,566,277 shares
Change vs previous 13F -3,772 shares
0.11% of the 13F portfolio, value $716,195,821.
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: 1,559,941 shares
- Charles Schwab Trust Co: 6,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,570,049 shares
Change vs previous 13F +14,665 shares
0.14% of the 13F portfolio, value $798,354,216.
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: 1,563,713 shares
- Charles Schwab Trust Co: 6,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,555,384 shares
Change vs previous 13F +25,624 shares
0.14% of the 13F portfolio, value $730,019,481.
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: 1,549,048 shares
- Charles Schwab Trust Co: 6,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,529,760 shares
Change vs previous 13F +48,154 shares
0.12% of the 13F portfolio, value $648,159,312.
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: 1,523,323 shares
- Charles Schwab Trust Co: 6,437 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,481,606 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $618,318,632.
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: 1,475,270 shares
- Charles Schwab Trust Co: 6,336 shares
Acceptance time not in the bulk data set (spec §4.2).