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Charles Schwab Trust Co: EPAC position timeline

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

Charles Schwab Trust Co held 600,441 EPAC 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 600,441 shares
    Change vs previous 13F -1,370 shares

    <0.01% of the 13F portfolio, value $21,531,814.

    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 601,811 shares
    Change vs previous 13F -2,700 shares

    <0.01% of the 13F portfolio, value $21,948,047.

    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 604,511 shares
    Change vs previous 13F -7,192 shares

    <0.01% of the 13F portfolio, value $23,116,501.

    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 611,703 shares
    Change vs previous 13F -6,078 shares

    <0.01% of the 13F portfolio, value $25,079,823.

    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 617,781 shares
    Change vs previous 13F -6,233 shares

    <0.01% of the 13F portfolio, value $25,057,197.

    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 624,014 shares
    Change vs previous 13F -2,044 shares

    0.01% of the 13F portfolio, value $27,993,268.

    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 626,058 shares
    Change vs previous 13F +4,602 shares

    <0.01% of the 13F portfolio, value $25,724,723.

    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 621,456 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,032,792.

    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).