Skip to content
Disclosery

Charles Schwab Trust Co: PCT position timeline

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

Charles Schwab Trust Co held 1,199,292 PCT 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 1,199,292 shares
    Change vs previous 13F +147,684 shares

    <0.01% of the 13F portfolio, value $9,726,258.

    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 1,051,608 shares
    Change vs previous 13F -111,616 shares

    <0.01% of the 13F portfolio, value $5,457,846.

    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 1,163,224 shares
    Change vs previous 13F +1,896 shares

    <0.01% of the 13F portfolio, value $9,992,094.

    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 1,161,328 shares
    Change vs previous 13F -23,660 shares

    <0.01% of the 13F portfolio, value $15,271,463.

    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 1,184,988 shares
    Change vs previous 13F +42,045 shares

    <0.01% of the 13F portfolio, value $16,234,336.

    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 1,142,943 shares
    Change vs previous 13F +5,643 shares

    <0.01% of the 13F portfolio, value $7,909,166.

    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 1,137,300 shares
    Change vs previous 13F +37,019 shares

    <0.01% of the 13F portfolio, value $11,657,325.

    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 1,100,281 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,452,670.

    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).