Charles Schwab Trust Co: PPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on PPL, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 5,214,812 PPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 5,214,812 sharesChange vs previous 13F +162,012 shares
0.03% of the 13F portfolio, value $189,558,417.
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 5,052,800 sharesChange vs previous 13F +128,982 shares
0.03% of the 13F portfolio, value $193,016,960.
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 4,923,818 sharesChange vs previous 13F +27,114 shares
0.03% of the 13F portfolio, value $172,432,106.
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 4,896,704 sharesChange vs previous 13F +1,776 shares
0.03% of the 13F portfolio, value $181,961,521.
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 4,894,928 sharesChange vs previous 13F +746 shares
0.03% of the 13F portfolio, value $165,889,110.
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 4,894,182 sharesChange vs previous 13F -5,586 shares
0.03% of the 13F portfolio, value $176,728,912.
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 4,899,768 sharesChange vs previous 13F +132,881 shares
0.03% of the 13F portfolio, value $159,046,469.
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 4,766,887 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $157,688,622.
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).