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Charles Schwab Trust Co: XLE position timeline

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

Charles Schwab Trust Co held 2,657,590 XLE 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 2,657,590 shares
    Change vs previous 13F -31,746 shares

    0.02% of the 13F portfolio, value $141,144,605.

    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 2,689,336 shares
    Change vs previous 13F +1,322,994 shares

    0.03% of the 13F portfolio, value $164,748,723.

    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 1,366,342 shares
    Change vs previous 13F +673,952 shares

    0.01% of the 13F portfolio, value $61,089,151.

    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 692,390 shares
    Change vs previous 13F -9,161 shares

    0.01% of the 13F portfolio, value $61,858,161.

    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 701,551 shares
    Change vs previous 13F -9,284 shares

    0.01% of the 13F portfolio, value $59,498,540.

    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 710,835 shares
    Change vs previous 13F -39,838 shares

    0.01% of the 13F portfolio, value $66,427,531.

    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 750,673 shares
    Change vs previous 13F +533,335 shares

    0.01% of the 13F portfolio, value $64,302,675.

    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 217,338 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,082,303.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 217,338 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).