Charles Schwab Trust Co: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on DHR, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 5,140,868 DHR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,140,868 sharesChange vs previous 13F +405,970 shares
0.13% of the 13F portfolio, value $979,232,536.
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 4,734,898 sharesChange vs previous 13F +148,452 shares
0.14% of the 13F portfolio, value $897,736,661.
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 4,586,446 sharesChange vs previous 13F +69,029 shares
0.16% of the 13F portfolio, value $1,049,929,218.
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 4,517,417 sharesChange vs previous 13F +180,379 shares
0.14% of the 13F portfolio, value $895,623,094.
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 4,337,038 sharesChange vs previous 13F +106,951 shares
0.15% of the 13F portfolio, value $856,738,487.
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 4,230,087 sharesChange vs previous 13F +163,332 shares
0.16% of the 13F portfolio, value $867,167,835.
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 4,066,755 sharesChange vs previous 13F +135,047 shares
0.17% of the 13F portfolio, value $933,523,610.
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 3,931,708 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $1,093,093,425.
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).