Charles Schwab Trust Co: AAPL position timeline

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

Charles Schwab Trust Co held 101,428,379 AAPL 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 101,428,379 shares
Change vs previous 13F -968,030 shares
3.9% of the 13F portfolio, value $29,349,315,977.
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: 101,374,121 shares
- Charles Schwab Trust Co: 54,258 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 102,396,409 shares
Change vs previous 13F +2,554,495 shares
3.96% of the 13F portfolio, value $25,987,184,692.
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: 102,344,793 shares
- Charles Schwab Trust Co: 51,616 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 99,841,914 shares
Change vs previous 13F -13,812 shares
4.21% of the 13F portfolio, value $27,143,022,719.
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: 99,788,496 shares
- Charles Schwab Trust Co: 53,418 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 99,855,726 shares
Change vs previous 13F -355,585 shares
4.05% of the 13F portfolio, value $25,426,261,038.
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: 99,802,666 shares
- Charles Schwab Trust Co: 53,060 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 100,211,311 shares
Change vs previous 13F +2,639,641 shares
3.55% of the 13F portfolio, value $20,560,353,807.
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: 100,179,593 shares
- Charles Schwab Trust Co: 31,718 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 97,571,670 shares
Change vs previous 13F -559,357 shares
4.06% of the 13F portfolio, value $21,673,594,963.
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: 97,546,367 shares
- Charles Schwab Trust Co: 25,303 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 98,131,027 shares
Change vs previous 13F +3,159,963 shares
4.52% of the 13F portfolio, value $24,573,971,604.
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: 98,099,411 shares
- Charles Schwab Trust Co: 31,616 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 94,971,064 shares
Change vs previous 13F not available
4.21% of the 13F portfolio, value $22,128,257,796.
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: 94,942,731 shares
- Charles Schwab Trust Co: 28,333 shares
Acceptance time not in the bulk data set (spec §4.2).