Charles Schwab Trust Co: PWR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on PWR, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 1,207,652 PWR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 1,207,652 sharesChange vs previous 13F +57,868 shares
0.12% of the 13F portfolio, value $869,557,746.
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 1,149,784 sharesChange vs previous 13F +27,667 shares
0.1% of the 13F portfolio, value $631,254,412.
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 1,122,117 sharesChange vs previous 13F +25,649 shares
0.07% of the 13F portfolio, value $473,600,701.
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 1,096,468 sharesChange vs previous 13F +194,437 shares
0.07% of the 13F portfolio, value $454,398,269.
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 902,031 sharesChange vs previous 13F +21,473 shares
0.06% of the 13F portfolio, value $341,039,880.
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 880,558 sharesChange vs previous 13F +7,682 shares
0.04% of the 13F portfolio, value $223,820,232.
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 872,876 sharesChange vs previous 13F +24,100 shares
0.05% of the 13F portfolio, value $275,872,460.
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 848,776 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $253,062,564.
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).