Position in PG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,067,832
+$73,796 QoQ
Shares Held
7,282
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,211
of 4,003 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PG Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Charles Schwab Trust Co holds $1,730,036 across 2 Household & Personal Products names. PG ranks #1 (61.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
This page
|
7,282 | $1,067,832 | |
| 2 | CL |
Colgate Palmolive Co
|
7,223 | $662,204 |
All Filings in PG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,067,832 | 7,282 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $994,036 | 6,882 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,425,361 | 9,946 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,427,562 | 9,291 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,467,337 | 9,210 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,349,239 | 13,785 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,642,164 | 15,760 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,860,051 | 16,513 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $3,370,140 | 20,435 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,118,931 | 19,223 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,746,306 | 18,741 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $2,813,055 | 19,286 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,412,851 | 9,311 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,374,490 | 9,244 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,842,818 | 12,159 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,530,023 | 12,119 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,790,616 | 12,453 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,940,101 | 12,697 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,961,160 | 11,989 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,678,159 | 12,004 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,862,034 | 13,800 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,946,941 | 14,376 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,391,816 | 17,190 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,384,373 | 17,155 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,015,830 | 16,859 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $2,044,790 | 18,589 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||