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Charles Schwab Trust Co: KREF position timeline

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

Charles Schwab Trust Co held 958,932 KREF 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 958,932 shares
    Change vs previous 13F -74,367 shares

    <0.01% of the 13F portfolio, value $6,559,095.

    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 1,033,299 shares
    Change vs previous 13F +30,350 shares

    <0.01% of the 13F portfolio, value $6,323,790.

    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 1,002,949 shares
    Change vs previous 13F +96,947 shares

    <0.01% of the 13F portfolio, value $8,244,241.

    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 906,002 shares
    Change vs previous 13F +149,784 shares

    <0.01% of the 13F portfolio, value $8,154,018.

    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 756,218 shares
    Change vs previous 13F +89,245 shares

    <0.01% of the 13F portfolio, value $6,632,032.

    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 666,973 shares
    Change vs previous 13F +29,112 shares

    <0.01% of the 13F portfolio, value $7,203,308.

    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 637,861 shares
    Change vs previous 13F -84,619 shares

    <0.01% of the 13F portfolio, value $6,442,396.

    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 722,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,922,628.

    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).