Charles Schwab Trust Co: NXDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on NXDT, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 380,625 NXDT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 380,625 sharesChange vs previous 13F +14,300 shares
<0.01% of the 13F portfolio, value $1,975,444.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 366,325 sharesChange vs previous 13F -6,119 shares
<0.01% of the 13F portfolio, value $1,710,738.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 372,444 sharesChange vs previous 13F +93,580 shares
<0.01% of the 13F portfolio, value $1,426,461.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 278,864 sharesChange vs previous 13F -49,712 shares
<0.01% of the 13F portfolio, value $1,029,008.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 328,576 sharesChange vs previous 13F +34,258 shares
<0.01% of the 13F portfolio, value $1,376,739.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 294,318 sharesChange vs previous 13F -1,896 shares
<0.01% of the 13F portfolio, value $1,127,235.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 296,214 sharesChange vs previous 13F +6,856 shares
<0.01% of the 13F portfolio, value $1,806,905.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 289,358 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $1,808,488.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).