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Charles Schwab Trust Co: GDOT position timeline

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

Charles Schwab Trust Co held 870,936 GDOT 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 870,936 shares
    Change vs previous 13F -50,415 shares

    <0.01% of the 13F portfolio, value $11,766,345.

    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 921,351 shares
    Change vs previous 13F -27,455 shares

    <0.01% of the 13F portfolio, value $10,337,558.

    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 948,806 shares
    Change vs previous 13F +127,440 shares

    <0.01% of the 13F portfolio, value $12,154,205.

    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 821,366 shares
    Change vs previous 13F +116,301 shares

    <0.01% of the 13F portfolio, value $11,030,945.

    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 705,065 shares
    Change vs previous 13F +143,629 shares

    <0.01% of the 13F portfolio, value $7,600,601.

    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 561,436 shares
    Change vs previous 13F -79,218 shares

    <0.01% of the 13F portfolio, value $4,738,520.

    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 640,654 shares
    Change vs previous 13F -93,881 shares

    <0.01% of the 13F portfolio, value $6,816,559.

    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 734,535 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,601,405.

    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).