Charles Schwab Trust Co: OLP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on OLP, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 150,081 OLP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 150,081 sharesChange vs previous 13F +13,438 shares
<0.01% of the 13F portfolio, value $3,664,978.
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 136,643 sharesChange vs previous 13F -176 shares
<0.01% of the 13F portfolio, value $2,932,359.
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 136,819 sharesChange vs previous 13F -5,499 shares
<0.01% of the 13F portfolio, value $2,776,058.
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 142,318 sharesChange vs previous 13F +4,855 shares
<0.01% of the 13F portfolio, value $3,148,074.
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 137,463 sharesChange vs previous 13F +10,710 shares
<0.01% of the 13F portfolio, value $3,279,867.
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 126,753 sharesChange vs previous 13F -3,104 shares
<0.01% of the 13F portfolio, value $3,329,801.
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 129,857 sharesChange vs previous 13F +929 shares
<0.01% of the 13F portfolio, value $3,537,305.
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 128,928 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $3,550,677.
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).