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Charles Schwab Trust Co: GEV position timeline

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

Charles Schwab Trust Co held 2,114,315 GEV 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 2,114,315 shares
    Change vs previous 13F +153,844 shares

    0.33% of the 13F portfolio, value $2,484,024,130.

    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: 2,114,132 shares
    • Charles Schwab Trust Co: 183 shares

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

  2. period ended2026-03-31
    13F 1,960,471 shares
    Change vs previous 13F +33,775 shares

    0.26% of the 13F portfolio, value $1,711,295,146.

    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 1,926,696 shares
    Change vs previous 13F +50,073 shares

    0.2% of the 13F portfolio, value $1,259,230,727.

    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 1,876,623 shares
    Change vs previous 13F +76,113 shares

    0.18% of the 13F portfolio, value $1,153,935,493.

    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 1,800,510 shares
    Change vs previous 13F +58,211 shares

    0.16% of the 13F portfolio, value $952,739,871.

    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 1,742,299 shares
    Change vs previous 13F +62,903 shares

    0.1% of the 13F portfolio, value $531,889,039.

    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 1,679,396 shares
    Change vs previous 13F +49,821 shares

    0.1% of the 13F portfolio, value $552,403,731.

    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 1,629,575 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $415,509,034.

    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).