Charles Schwab Trust Co: PXH position timeline

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

Charles Schwab Trust Co held 22,521,793 PXH 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 22,521,793 shares
Change vs previous 13F -765,564 shares
0.08% of the 13F portfolio, value $627,907,589.
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: 22,449,418 shares
- Charles Schwab Trust Co: 72,375 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 23,287,357 shares
Change vs previous 13F -403,870 shares
0.1% of the 13F portfolio, value $626,662,776.
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: 23,213,718 shares
- Charles Schwab Trust Co: 73,639 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 23,691,227 shares
Change vs previous 13F -458,455 shares
0.09% of the 13F portfolio, value $611,470,569.
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: 23,615,223 shares
- Charles Schwab Trust Co: 76,004 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 24,149,682 shares
Change vs previous 13F -1,024,590 shares
0.1% of the 13F portfolio, value $613,884,917.
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: 24,072,168 shares
- Charles Schwab Trust Co: 77,514 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 25,174,272 shares
Change vs previous 13F +2,220,282 shares
0.1% of the 13F portfolio, value $588,826,226.
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: 25,095,530 shares
- Charles Schwab Trust Co: 78,742 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 22,953,990 shares
Change vs previous 13F -1,174,072 shares
0.09% of the 13F portfolio, value $499,019,746.
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: 22,879,711 shares
- Charles Schwab Trust Co: 74,279 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 24,128,062 shares
Change vs previous 13F -529,898 shares
0.09% of the 13F portfolio, value $494,142,710.
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: 24,051,891 shares
- Charles Schwab Trust Co: 76,171 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 24,657,960 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $541,242,221.
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: 24,580,376 shares
- Charles Schwab Trust Co: 77,584 shares
Acceptance time not in the bulk data set (spec §4.2).