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Disclosery

Charles Schwab Trust Co: PGX position timeline

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

Charles Schwab Trust Co held 307,033 PGX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 307,033 shares
    Change vs previous 13F -136 shares

    0.19% of the 13F portfolio, value $3,328,238.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 307,169 shares
    Change vs previous 13F +66,146 shares

    0.22% of the 13F portfolio, value $3,341,999.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    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 241,023 shares
    Change vs previous 13F -3,138 shares

    0.18% of the 13F portfolio, value $2,709,099.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    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 244,161 shares
    Change vs previous 13F -506 shares

    0.19% of the 13F portfolio, value $2,832,268.

    13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
    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 244,667 shares
    Change vs previous 13F +131,429 shares

    0.2% of the 13F portfolio, value $2,723,144.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    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 113,238 shares
    Change vs previous 13F -20,482 shares

    0.11% of the 13F portfolio, value $1,270,530.

    13F-HR 0001085146-25-002017 filed by Charles Schwab Trust Co
    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 133,720 shares
    Change vs previous 13F -27,236 shares

    0.13% of the 13F portfolio, value $1,541,792.

    13F-HR 0001085146-25-000294 filed by Charles Schwab Trust Co
    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 160,956 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,987,807.

    13F-HR 0001085146-24-004756 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).