Charles Schwab Trust Co: DUK position timeline

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

Charles Schwab Trust Co held 9,229,303 DUK shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 9,229,303 shares
Change vs previous 13F +121,584 shares
0.16% of the 13F portfolio, value $1,169,029,618.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 9,226,192 shares
- Charles Schwab Trust Co: 3,111 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,107,719 shares
Change vs previous 13F +173,438 shares
0.18% of the 13F portfolio, value $1,192,868,739.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 9,104,608 shares
- Charles Schwab Trust Co: 3,111 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 8,934,281 shares
Change vs previous 13F +58,317 shares
0.16% of the 13F portfolio, value $1,047,188,147.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,931,127 shares
- Charles Schwab Trust Co: 3,154 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 8,875,964 shares
Change vs previous 13F +180,274 shares
0.17% of the 13F portfolio, value $1,098,089,076.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,872,752 shares
- Charles Schwab Trust Co: 3,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,695,690 shares
Change vs previous 13F +36,239 shares
0.18% of the 13F portfolio, value $1,025,779,767.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,691,150 shares
- Charles Schwab Trust Co: 4,540 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 8,659,451 shares
Change vs previous 13F +93,899 shares
0.2% of the 13F portfolio, value $1,055,478,522.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,656,244 shares
- Charles Schwab Trust Co: 3,207 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,565,552 shares
Change vs previous 13F +136,848 shares
0.17% of the 13F portfolio, value $922,852,615.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,562,545 shares
- Charles Schwab Trust Co: 3,007 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,428,704 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $971,973,821.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 8,426,880 shares
- Charles Schwab Trust Co: 1,824 shares
Acceptance time not in the bulk data set (spec §4.2).