Charles Schwab Trust Co: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on DG, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,760,628 DG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,760,628 sharesChange vs previous 13F +16,785 shares
0.03% of the 13F portfolio, value $202,665,889.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,743,843 sharesChange vs previous 13F -26,184 shares
0.03% of the 13F portfolio, value $207,046,479.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,770,027 sharesChange vs previous 13F -21,274 shares
0.04% of the 13F portfolio, value $235,006,485.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,791,301 sharesChange vs previous 13F +12,822 shares
0.03% of the 13F portfolio, value $185,130,958.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,778,479 sharesChange vs previous 13F +70,588 shares
0.04% of the 13F portfolio, value $203,422,428.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 1,707,891 sharesChange vs previous 13F +115,142 shares
0.03% of the 13F portfolio, value $150,174,856.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,592,749 sharesChange vs previous 13F +157,789 shares
0.02% of the 13F portfolio, value $120,762,216.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,434,960 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $121,354,576.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).