Charles Schwab Trust Co: AMGN position timeline

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

Charles Schwab Trust Co held 15,041,502 AMGN 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 15,041,502 shares
Change vs previous 13F +2,267,157 shares
0.72% of the 13F portfolio, value $5,446,828,768.
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: 15,034,038 shares
- Charles Schwab Trust Co: 7,464 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,774,345 shares
Change vs previous 13F +962,369 shares
0.69% of the 13F portfolio, value $4,494,653,350.
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: 12,773,386 shares
- Charles Schwab Trust Co: 959 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,811,976 shares
Change vs previous 13F -1,740,207 shares
0.6% of the 13F portfolio, value $3,866,177,865.
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: 11,811,045 shares
- Charles Schwab Trust Co: 931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,552,183 shares
Change vs previous 13F +657,324 shares
0.61% of the 13F portfolio, value $3,824,426,091.
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: 13,550,612 shares
- Charles Schwab Trust Co: 1,571 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,894,859 shares
Change vs previous 13F +687,766 shares
0.62% of the 13F portfolio, value $3,600,373,547.
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: 12,893,677 shares
- Charles Schwab Trust Co: 1,182 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 12,207,093 shares
Change vs previous 13F -998,511 shares
0.71% of the 13F portfolio, value $3,803,119,878.
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: 12,205,942 shares
- Charles Schwab Trust Co: 1,151 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,205,604 shares
Change vs previous 13F +2,672,346 shares
0.63% of the 13F portfolio, value $3,441,908,597.
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: 13,205,604 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,533,258 shares
Change vs previous 13F not available
0.65% of the 13F portfolio, value $3,393,921,101.
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: 10,532,629 shares
- Charles Schwab Trust Co: 629 shares
Acceptance time not in the bulk data set (spec §4.2).