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Charles Schwab Trust Co: PRFZ position timeline

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

Charles Schwab Trust Co held 109,278 PRFZ 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 109,278 shares
    Change vs previous 13F -6,693 shares

    0.34% of the 13F portfolio, value $6,094,434.

    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 115,971 shares
    Change vs previous 13F -472 shares

    0.34% of the 13F portfolio, value $5,319,590.

    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 116,443 shares
    Change vs previous 13F -1,068 shares

    0.35% of the 13F portfolio, value $5,343,569.

    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 117,511 shares
    Change vs previous 13F -2,553 shares

    0.36% of the 13F portfolio, value $5,337,350.

    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 120,064 shares
    Change vs previous 13F -20,911,166 shares

    0.37% of the 13F portfolio, value $4,883,003.

    13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 120,064 shares

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

  6. period ended2025-03-31
    13F/A 21,031,230 shares
    Change vs previous 13F +1,276,665 shares

    0.15% of the 13F portfolio, value $796,242,368.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 20,959,358 shares
    • Charles Schwab Trust Co: 71,872 shares

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

  7. period ended2024-12-31
    13F 19,754,565 shares
    Change vs previous 13F -459,618 shares

    0.15% of the 13F portfolio, value $821,987,460.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 19,684,630 shares
    • Charles Schwab Trust Co: 69,935 shares

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

  8. period ended2024-09-30
    13F 20,214,183 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $839,899,321.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 20,142,188 shares
    • Charles Schwab Trust Co: 71,995 shares

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