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Disclosery

Charles Schwab Trust Co: DOCS position timeline

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

Charles Schwab Trust Co held 1,186,665 DOCS 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 1,186,665 shares
    Change vs previous 13F -69,605 shares

    <0.01% of the 13F portfolio, value $24,611,432.

    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 1,256,270 shares
    Change vs previous 13F -20,249 shares

    <0.01% of the 13F portfolio, value $29,271,091.

    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 1,276,519 shares
    Change vs previous 13F +11,894 shares

    0.01% of the 13F portfolio, value $56,524,261.

    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 1,264,625 shares
    Change vs previous 13F +458,840 shares

    0.01% of the 13F portfolio, value $92,507,319.

    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 805,785 shares
    Change vs previous 13F +18,871 shares

    0.01% of the 13F portfolio, value $49,426,852.

    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 786,914 shares
    Change vs previous 13F +8,390 shares

    0.01% of the 13F portfolio, value $45,664,619.

    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 778,524 shares
    Change vs previous 13F +25,523 shares

    0.01% of the 13F portfolio, value $41,565,396.

    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 753,001 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $32,808,254.

    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).