Skip to content
Disclosery

Charles Schwab Trust Co: LENZ position timeline

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

Charles Schwab Trust Co held 172,807 LENZ 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 172,807 shares
    Change vs previous 13F +23,263 shares

    <0.01% of the 13F portfolio, value $981,544.

    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 149,544 shares
    Change vs previous 13F -19,578 shares

    <0.01% of the 13F portfolio, value $1,368,328.

    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 169,122 shares
    Change vs previous 13F +8,596 shares

    <0.01% of the 13F portfolio, value $2,705,952.

    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 160,526 shares
    Change vs previous 13F +18,414 shares

    <0.01% of the 13F portfolio, value $7,477,301.

    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 142,112 shares
    Change vs previous 13F +18,066 shares

    <0.01% of the 13F portfolio, value $4,165,303.

    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 124,046 shares
    Change vs previous 13F -3,150 shares

    <0.01% of the 13F portfolio, value $3,189,223.

    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 127,196 shares
    Change vs previous 13F +3,825 shares

    <0.01% of the 13F portfolio, value $3,672,149.

    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 123,371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,928,828.

    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).