Skip to content
Disclosery

Charles Schwab Trust Co: LBRDK position timeline

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

Charles Schwab Trust Co held 1,398,358 LBRDK 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 1,398,358 shares
    Change vs previous 13F +159,650 shares

    0.01% of the 13F portfolio, value $46,509,387.

    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 1,238,708 shares
    Change vs previous 13F +98,879 shares

    0.01% of the 13F portfolio, value $62,307,012.

    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 1,139,829 shares
    Change vs previous 13F +37,797 shares

    0.01% of the 13F portfolio, value $55,395,689.

    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 1,102,032 shares
    Change vs previous 13F +76,558 shares

    0.01% of the 13F portfolio, value $70,023,113.

    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 1,025,474 shares
    Change vs previous 13F +5,763 shares

    0.02% of the 13F portfolio, value $100,886,132.

    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 1,019,711 shares
    Change vs previous 13F +47,167 shares

    0.02% of the 13F portfolio, value $86,726,421.

    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 972,544 shares
    Change vs previous 13F +32,376 shares

    0.01% of the 13F portfolio, value $72,707,389.

    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 940,168 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $72,665,585.

    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).