Skip to content
Disclosery

Charles Schwab Trust Co: PEGA position timeline

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

Charles Schwab Trust Co held 848,744 PEGA 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 848,744 shares
    Change vs previous 13F -23,960 shares

    <0.01% of the 13F portfolio, value $25,436,858.

    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 872,704 shares
    Change vs previous 13F +24,771 shares

    0.01% of the 13F portfolio, value $37,142,282.

    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 847,933 shares
    Change vs previous 13F -5,809 shares

    0.01% of the 13F portfolio, value $50,638,559.

    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 853,742 shares
    Change vs previous 13F +279,547 shares

    0.01% of the 13F portfolio, value $49,090,165.

    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 574,195 shares
    Change vs previous 13F +286,037 shares

    0.01% of the 13F portfolio, value $31,081,175.

    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 288,158 shares
    Change vs previous 13F -23,140 shares

    <0.01% of the 13F portfolio, value $20,032,744.

    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 311,298 shares
    Change vs previous 13F -11,126 shares

    0.01% of the 13F portfolio, value $29,012,974.

    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 322,424 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,565,970.

    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).