Charles Schwab Trust Co: PDN position timeline

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

Charles Schwab Trust Co held 1,646,922 PDN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 1,646,922 shares
Change vs previous 13F -406,914 shares
0.01% of the 13F portfolio, value $74,084,149.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 1,618,872 shares
- Charles Schwab Trust Co: 28,050 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,053,836 shares
Change vs previous 13F -165,229 shares
0.01% of the 13F portfolio, value $89,074,867.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,024,966 shares
- Charles Schwab Trust Co: 28,870 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,219,065 shares
Change vs previous 13F -154,201 shares
0.01% of the 13F portfolio, value $93,613,040.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,188,791 shares
- Charles Schwab Trust Co: 30,274 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,373,266 shares
Change vs previous 13F -270,425 shares
0.02% of the 13F portfolio, value $97,564,965.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,342,953 shares
- Charles Schwab Trust Co: 30,313 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,643,691 shares
Change vs previous 13F -2,898,065 shares
0.02% of the 13F portfolio, value $102,884,794.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,613,037 shares
- Charles Schwab Trust Co: 30,654 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,541,756 shares
Change vs previous 13F -246,395 shares
0.03% of the 13F portfolio, value $185,519,719.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,510,044 shares
- Charles Schwab Trust Co: 31,712 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,788,151 shares
Change vs previous 13F -283,121 shares
0.03% of the 13F portfolio, value $183,021,340.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 5,756,036 shares
- Charles Schwab Trust Co: 32,115 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,071,272 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $213,405,216.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 6,038,612 shares
- Charles Schwab Trust Co: 32,660 shares
Acceptance time not in the bulk data set (spec §4.2).