Charles Schwab Trust Co: PENN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on PENN, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,772,595 PENN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,772,595 sharesChange vs previous 13F +302,764 shares
0.01% of the 13F portfolio, value $37,862,629.
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 1,469,831 sharesChange vs previous 13F +149,141 shares
<0.01% of the 13F portfolio, value $22,091,560.
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 1,320,690 sharesChange vs previous 13F -44,365 shares
<0.01% of the 13F portfolio, value $19,480,178.
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 1,365,055 sharesChange vs previous 13F +35,788 shares
<0.01% of the 13F portfolio, value $26,290,959.
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 1,329,267 sharesChange vs previous 13F +22,694 shares
<0.01% of the 13F portfolio, value $23,754,001.
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 1,306,573 sharesChange vs previous 13F -30,589 shares
<0.01% of the 13F portfolio, value $21,310,205.
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 1,337,162 sharesChange vs previous 13F +55,138 shares
<0.01% of the 13F portfolio, value $26,502,551.
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 1,282,024 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $24,178,973.
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).