Skip to content
Disclosery

Charles Schwab Trust Co: PRM position timeline

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

Charles Schwab Trust Co held 1,316,589 PRM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,316,589 shares
    Change vs previous 13F +167,184 shares

    0.01% of the 13F portfolio, value $46,936,398.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,149,405 shares
    Change vs previous 13F -21,644 shares

    <0.01% of the 13F portfolio, value $28,068,470.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,171,049 shares
    Change vs previous 13F -483 shares

    0.01% of the 13F portfolio, value $32,238,979.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,171,532 shares
    Change vs previous 13F +8,947 shares

    <0.01% of the 13F portfolio, value $26,230,601.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,162,585 shares
    Change vs previous 13F -89,439 shares

    <0.01% of the 13F portfolio, value $16,183,183.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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/A 1,252,024 shares
    Change vs previous 13F -35,801 shares

    <0.01% of the 13F portfolio, value $12,607,882.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 1,287,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,458,404.

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

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