Charles Schwab Trust Co: PFF position timeline

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

Charles Schwab Trust Co held 2,277,897 PFF 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 2,277,897 shares
Change vs previous 13F +21,598 shares
0.01% of the 13F portfolio, value $69,453,081.
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: 2,220,498 shares
- Charles Schwab Trust Co: 57,399 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,256,299 shares
Change vs previous 13F +74,259 shares
0.01% of the 13F portfolio, value $68,410,986.
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: 2,203,190 shares
- Charles Schwab Trust Co: 53,109 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,182,040 shares
Change vs previous 13F +105,953 shares
0.01% of the 13F portfolio, value $67,555,958.
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: 2,138,022 shares
- Charles Schwab Trust Co: 44,018 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,076,087 shares
Change vs previous 13F +76,839 shares
0.01% of the 13F portfolio, value $65,645,871.
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: 2,034,337 shares
- Charles Schwab Trust Co: 41,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,999,248 shares
Change vs previous 13F +89,793 shares
0.01% of the 13F portfolio, value $61,336,929.
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: 1,968,853 shares
- Charles Schwab Trust Co: 30,395 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,909,455 shares
Change vs previous 13F +136,136 shares
0.01% of the 13F portfolio, value $58,677,552.
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: 1,831,323 shares
- Charles Schwab Trust Co: 78,132 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,773,319 shares
Change vs previous 13F +50,380 shares
0.01% of the 13F portfolio, value $55,753,137.
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: 1,708,810 shares
- Charles Schwab Trust Co: 64,509 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,722,939 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $57,253,263.
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: 1,639,702 shares
- Charles Schwab Trust Co: 83,237 shares
Acceptance time not in the bulk data set (spec §4.2).