Charles Schwab Trust Co: PSX position timeline

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

Charles Schwab Trust Co held 4,089,594 PSX 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 4,089,594 shares
Change vs previous 13F +119,853 shares
0.09% of the 13F portfolio, value $691,345,935.
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: 4,088,240 shares
- Charles Schwab Trust Co: 1,354 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,969,741 shares
Change vs previous 13F +25,180 shares
0.11% of the 13F portfolio, value $723,207,490.
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: 3,968,562 shares
- Charles Schwab Trust Co: 1,179 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,944,561 shares
Change vs previous 13F +89,621 shares
0.08% of the 13F portfolio, value $509,006,151.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,854,940 shares
Change vs previous 13F +586,110 shares
0.08% of the 13F portfolio, value $524,348,939.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,268,830 shares
Change vs previous 13F +165,514 shares
0.07% of the 13F portfolio, value $389,971,419.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,103,316 shares
Change vs previous 13F +100,321 shares
0.07% of the 13F portfolio, value $383,197,460.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,002,995 shares
Change vs previous 13F +101,108 shares
0.06% of the 13F portfolio, value $342,131,226.
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
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,901,887 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $381,453,053.
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
Acceptance time not in the bulk data set (spec §4.2).