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Charles Schwab Trust Co: DFIN position timeline

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

Charles Schwab Trust Co held 429,256 DFIN 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 429,256 shares
    Change vs previous 13F -3,662 shares

    <0.01% of the 13F portfolio, value $18,007,289.

    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 432,918 shares
    Change vs previous 13F +40,998 shares

    <0.01% of the 13F portfolio, value $20,407,755.

    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 391,920 shares
    Change vs previous 13F +27 shares

    <0.01% of the 13F portfolio, value $18,298,745.

    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 391,893 shares
    Change vs previous 13F +23,668 shares

    <0.01% of the 13F portfolio, value $20,155,057.

    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 368,225 shares
    Change vs previous 13F -5,702 shares

    <0.01% of the 13F portfolio, value $22,701,071.

    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 373,927 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $16,344,349.

    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 373,607 shares
    Change vs previous 13F +22,195 shares

    <0.01% of the 13F portfolio, value $23,436,367.

    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 351,412 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,133,452.

    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).