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Charles Schwab Trust Co: EPD position timeline

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

Charles Schwab Trust Co held 592,236 EPD 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 592,236 shares
    Change vs previous 13F -11,263 shares

    <0.01% of the 13F portfolio, value $21,770,583.

    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: 526,718 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  2. period ended2026-03-31
    13F 603,499 shares
    Change vs previous 13F -15,705 shares

    <0.01% of the 13F portfolio, value $22,761,378.

    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: 537,981 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  3. period ended2025-12-31
    13F 619,204 shares
    Change vs previous 13F -14,289 shares

    <0.01% of the 13F portfolio, value $19,851,673.

    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: 553,686 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  4. period ended2025-09-30
    13F 633,493 shares
    Change vs previous 13F -24,517 shares

    <0.01% of the 13F portfolio, value $19,809,321.

    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: 566,475 shares
    • Charles Schwab Trust Co: 67,018 shares

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

  5. period ended2025-06-30
    13F 658,010 shares
    Change vs previous 13F -19,565 shares

    <0.01% of the 13F portfolio, value $20,404,891.

    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: 592,492 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  6. period ended2025-03-31
    13F/A 677,575 shares
    Change vs previous 13F -12,862 shares

    <0.01% of the 13F portfolio, value $23,132,395.

    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: 612,057 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  7. period ended2024-12-31
    13F 690,437 shares
    Change vs previous 13F -41,959 shares

    <0.01% of the 13F portfolio, value $21,652,104.

    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: 624,919 shares
    • Charles Schwab Trust Co: 65,518 shares

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

  8. period ended2024-09-30
    13F 732,396 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,320,064.

    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: 666,134 shares
    • Charles Schwab Trust Co: 66,262 shares

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