Charles Schwab Trust Co: PKG position timeline

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

Charles Schwab Trust Co held 867,340 PKG 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 867,340 shares
Change vs previous 13F -1,333 shares
0.03% of the 13F portfolio, value $206,669,775.
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: 859,097 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 868,673 shares
Change vs previous 13F -2,618,075 shares
0.03% of the 13F portfolio, value $184,349,784.
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: 860,430 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,486,748 shares
Change vs previous 13F +83,978 shares
0.11% of the 13F portfolio, value $719,072,040.
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: 3,478,505 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,402,770 shares
Change vs previous 13F +43,204 shares
0.12% of the 13F portfolio, value $741,565,666.
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: 3,394,527 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,359,566 shares
Change vs previous 13F +78,619 shares
0.11% of the 13F portfolio, value $633,110,212.
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: 3,351,323 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,280,947 shares
Change vs previous 13F +202,755 shares
0.12% of the 13F portfolio, value $649,693,125.
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: 3,272,704 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,078,192 shares
Change vs previous 13F +132,836 shares
0.13% of the 13F portfolio, value $692,993,365.
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: 3,069,949 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,945,356 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $634,429,682.
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: 2,937,113 shares
- Charles Schwab Trust Co: 8,243 shares
Acceptance time not in the bulk data set (spec §4.2).