Charles Schwab Trust Co: PH position timeline

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

Charles Schwab Trust Co held 1,443,183 PH 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 1,443,183 shares
Change vs previous 13F -122,151 shares
0.19% of the 13F portfolio, value $1,411,615,373.
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: 1,441,744 shares
- Charles Schwab Trust Co: 1,439 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,565,334 shares
Change vs previous 13F -14,226 shares
0.21% of the 13F portfolio, value $1,403,746,123.
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: 1,563,895 shares
- Charles Schwab Trust Co: 1,439 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,579,560 shares
Change vs previous 13F -23,079 shares
0.22% of the 13F portfolio, value $1,388,378,030.
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: 1,578,161 shares
- Charles Schwab Trust Co: 1,399 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,602,639 shares
Change vs previous 13F +7,966 shares
0.19% of the 13F portfolio, value $1,215,047,891.
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: 1,601,234 shares
- Charles Schwab Trust Co: 1,405 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,594,673 shares
Change vs previous 13F -1,070 shares
0.19% of the 13F portfolio, value $1,113,837,276.
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: 1,593,277 shares
- Charles Schwab Trust Co: 1,396 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,595,743 shares
Change vs previous 13F +11,565 shares
0.18% of the 13F portfolio, value $969,972,452.
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: 1,594,347 shares
- Charles Schwab Trust Co: 1,396 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,584,178 shares
Change vs previous 13F -11,204 shares
0.19% of the 13F portfolio, value $1,007,584,987.
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: 1,582,532 shares
- Charles Schwab Trust Co: 1,646 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,595,382 shares
Change vs previous 13F not available
0.19% of the 13F portfolio, value $1,007,994,124.
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: 1,593,970 shares
- Charles Schwab Trust Co: 1,412 shares
Acceptance time not in the bulk data set (spec §4.2).