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Charles Schwab Trust Co: ED position timeline

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

Charles Schwab Trust Co held 2,567,176 ED 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 2,567,176 shares
    Change vs previous 13F +85,205 shares

    0.04% of the 13F portfolio, value $284,006,681.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,562,876 shares
    • Charles Schwab Trust Co: 4,300 shares

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

  2. period ended2026-03-31
    13F 2,481,971 shares
    Change vs previous 13F +62,757 shares

    0.04% of the 13F portfolio, value $280,909,478.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,477,671 shares
    • Charles Schwab Trust Co: 4,300 shares

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

  3. period ended2025-12-31
    13F 2,419,214 shares
    Change vs previous 13F +19,946 shares

    0.04% of the 13F portfolio, value $240,276,334.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,413,914 shares
    • Charles Schwab Trust Co: 5,300 shares

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

  4. period ended2025-09-30
    13F 2,399,268 shares
    Change vs previous 13F +17,731 shares

    0.04% of the 13F portfolio, value $241,174,419.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,393,968 shares
    • Charles Schwab Trust Co: 5,300 shares

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

  5. period ended2025-06-30
    13F 2,381,537 shares
    Change vs previous 13F +105,643 shares

    0.04% of the 13F portfolio, value $238,987,238.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,376,237 shares
    • Charles Schwab Trust Co: 5,300 shares

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

  6. period ended2025-03-31
    13F/A 2,275,894 shares
    Change vs previous 13F +49,905 shares

    0.05% of the 13F portfolio, value $251,691,117.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,271,594 shares
    • Charles Schwab Trust Co: 4,300 shares

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

  7. period ended2024-12-31
    13F 2,225,989 shares
    Change vs previous 13F +77,323 shares

    0.04% of the 13F portfolio, value $198,624,977.

    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 2,148,666 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $223,740,596.

    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).