Charles Schwab Trust Co: PXF position timeline

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

Charles Schwab Trust Co held 9,759,692 PXF 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 9,759,692 shares
Change vs previous 13F -815,689 shares
0.1% of the 13F portfolio, value $738,223,103.
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: 9,433,390 shares
- Charles Schwab Trust Co: 326,302 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,575,381 shares
Change vs previous 13F -643,301 shares
0.11% of the 13F portfolio, value $739,219,132.
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: 10,242,344 shares
- Charles Schwab Trust Co: 333,037 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,218,682 shares
Change vs previous 13F -532,054 shares
0.11% of the 13F portfolio, value $735,328,615.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 10,857,229 shares
- Charles Schwab Trust Co: 361,453 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,750,736 shares
Change vs previous 13F -488,541 shares
0.11% of the 13F portfolio, value $718,851,382.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,375,829 shares
- Charles Schwab Trust Co: 374,907 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,239,277 shares
Change vs previous 13F +198,855 shares
0.12% of the 13F portfolio, value $702,779,287.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,861,260 shares
- Charles Schwab Trust Co: 378,017 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 12,040,422 shares
Change vs previous 13F -636,183 shares
0.12% of the 13F portfolio, value $625,981,541.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,699,271 shares
- Charles Schwab Trust Co: 341,151 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,676,605 shares
Change vs previous 13F +997,791 shares
0.11% of the 13F portfolio, value $607,082,600.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 12,294,100 shares
- Charles Schwab Trust Co: 382,505 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,678,814 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $608,816,584.
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
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 11,355,161 shares
- Charles Schwab Trust Co: 323,653 shares
Acceptance time not in the bulk data set (spec §4.2).