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Disclosery

Charles Schwab Trust Co: DEFT position timeline

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

Charles Schwab Trust Co held 3,100,462 DEFT 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 3,100,462 shares
    Change vs previous 13F -61,970 shares

    <0.01% of the 13F portfolio, value $1,594,258.

    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 3,162,432 shares
    Change vs previous 13F -4,166,852 shares

    <0.01% of the 13F portfolio, value $1,747,244.

    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 7,329,284 shares
    Change vs previous 13F +5,909,228 shares

    <0.01% of the 13F portfolio, value $5,530,678.

    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 1,420,056 shares
    Change vs previous 13F +1,315,454 shares

    <0.01% of the 13F portfolio, value $2,996,318.

    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 104,602 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,805.

    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).