Charles Schwab Trust Co: ABT position timeline

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

Charles Schwab Trust Co held 59,702,650 ABT 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 59,702,650 shares
Change vs previous 13F +14,174,487 shares
0.72% of the 13F portfolio, value $5,417,419,260.
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: 59,674,507 shares
- Charles Schwab Trust Co: 28,143 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 45,528,163 shares
Change vs previous 13F +32,309,080 shares
0.71% of the 13F portfolio, value $4,676,534,264.
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: 45,500,055 shares
- Charles Schwab Trust Co: 28,108 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,219,083 shares
Change vs previous 13F +52,334 shares
0.26% of the 13F portfolio, value $1,656,219,759.
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: 13,189,528 shares
- Charles Schwab Trust Co: 29,555 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,166,749 shares
Change vs previous 13F -24,298 shares
0.28% of the 13F portfolio, value $1,763,555,247.
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: 13,137,337 shares
- Charles Schwab Trust Co: 29,412 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,191,047 shares
Change vs previous 13F +87,782 shares
0.31% of the 13F portfolio, value $1,794,115,227.
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: 13,177,029 shares
- Charles Schwab Trust Co: 14,018 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 13,103,265 shares
Change vs previous 13F +146,738 shares
0.33% of the 13F portfolio, value $1,738,148,120.
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: 13,089,326 shares
- Charles Schwab Trust Co: 13,939 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,956,527 shares
Change vs previous 13F +331,830 shares
0.27% of the 13F portfolio, value $1,465,512,773.
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: 12,940,321 shares
- Charles Schwab Trust Co: 16,206 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 12,624,697 shares
Change vs previous 13F not available
0.27% of the 13F portfolio, value $1,439,341,643.
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: 12,609,477 shares
- Charles Schwab Trust Co: 15,220 shares
Acceptance time not in the bulk data set (spec §4.2).