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Charles Schwab Trust Co: DVY position timeline

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

Charles Schwab Trust Co held 140,591 DVY 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 140,591 shares
    Change vs previous 13F +125,248 shares

    <0.01% of the 13F portfolio, value $21,974,938.

    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 15,343 shares
    Change vs previous 13F -237,043 shares

    <0.01% of the 13F portfolio, value $2,397,356.

    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 252,386 shares
    Change vs previous 13F +127,041 shares

    0.01% of the 13F portfolio, value $35,622,266.

    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 125,345 shares
    Change vs previous 13F +9,027 shares

    <0.01% of the 13F portfolio, value $17,811,978.

    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 116,318 shares
    Change vs previous 13F +17,965 shares

    <0.01% of the 13F portfolio, value $15,448,640.

    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 98,353 shares
    Change vs previous 13F -190,088 shares

    <0.01% of the 13F portfolio, value $13,207,709.

    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 288,441 shares
    Change vs previous 13F +244,324 shares

    0.01% of the 13F portfolio, value $37,869,435.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 288,441 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 44,117 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,958,939.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 41,901 shares
    • Charles Schwab Trust Co: 2,216 shares

    Acceptance time not in the bulk data set (spec §4.2).