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Charles Schwab Trust Co: DOCN position timeline

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

Charles Schwab Trust Co held 603,522 DOCN 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 603,522 shares
    Change vs previous 13F -241,645 shares

    0.01% of the 13F portfolio, value $94,771,060.

    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 845,167 shares
    Change vs previous 13F +90,629 shares

    0.01% of the 13F portfolio, value $72,498,425.

    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 754,538 shares
    Change vs previous 13F +9,482 shares

    0.01% of the 13F portfolio, value $36,308,369.

    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 745,056 shares
    Change vs previous 13F +91,204 shares

    <0.01% of the 13F portfolio, value $25,451,113.

    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 653,852 shares
    Change vs previous 13F +8,958 shares

    <0.01% of the 13F portfolio, value $18,674,013.

    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 644,894 shares
    Change vs previous 13F +60,974 shares

    <0.01% of the 13F portfolio, value $21,533,011.

    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 583,920 shares
    Change vs previous 13F +18,157 shares

    <0.01% of the 13F portfolio, value $19,894,154.

    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 565,763 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,851,168.

    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).