Charles Schwab Trust Co: TDW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on TDW, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 546,128 TDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 546,128 sharesChange vs previous 13F -15,358 shares
<0.01% of the 13F portfolio, value $36,388,509.
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 561,486 sharesChange vs previous 13F +4,204 shares
0.01% of the 13F portfolio, value $46,912,155.
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 557,282 sharesChange vs previous 13F +12,874 shares
<0.01% of the 13F portfolio, value $28,148,314.
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 544,408 sharesChange vs previous 13F +12,252 shares
<0.01% of the 13F portfolio, value $29,033,279.
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 532,156 sharesChange vs previous 13F +45,512 shares
<0.01% of the 13F portfolio, value $24,548,356.
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 486,644 sharesChange vs previous 13F -4,149 shares
<0.01% of the 13F portfolio, value $20,570,442.
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 490,793 sharesChange vs previous 13F +56,276 shares
<0.01% of the 13F portfolio, value $26,851,285.
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 434,517 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $31,193,975.
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).