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Disclosery

Charles Schwab Trust Co: SLDP position timeline

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

Charles Schwab Trust Co held 1,649,314 SLDP 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 1,649,314 shares
    Change vs previous 13F +116,219 shares

    <0.01% of the 13F portfolio, value $4,271,723.

    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 1,533,095 shares
    Change vs previous 13F +121,346 shares

    <0.01% of the 13F portfolio, value $4,599,285.

    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 1,411,749 shares
    Change vs previous 13F +48,576 shares

    <0.01% of the 13F portfolio, value $5,999,933.

    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 1,363,173 shares
    Change vs previous 13F +151,389 shares

    <0.01% of the 13F portfolio, value $4,730,210.

    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 1,211,784 shares
    Change vs previous 13F -3,211 shares

    <0.01% of the 13F portfolio, value $2,653,807.

    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 1,214,995 shares
    Change vs previous 13F +51,434 shares

    <0.01% of the 13F portfolio, value $1,275,745.

    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 1,163,561 shares
    Change vs previous 13F +9,097 shares

    <0.01% of the 13F portfolio, value $2,199,130.

    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).

  8. period ended2024-09-30
    13F 1,154,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,558,526.

    13F-HR 0001752724-24-247180 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).