Charles Schwab Trust Co: AVGO position timeline

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

Charles Schwab Trust Co held 33,425,783 AVGO 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 33,425,783 shares
Change vs previous 13F -306,326 shares
1.68% of the 13F portfolio, value $12,625,833,675.
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: 33,404,003 shares
- Charles Schwab Trust Co: 21,780 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 33,732,109 shares
Change vs previous 13F +1,004,632 shares
1.59% of the 13F portfolio, value $10,438,896,249.
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: 33,710,329 shares
- Charles Schwab Trust Co: 21,780 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 32,727,477 shares
Change vs previous 13F -2,428,784 shares
1.76% of the 13F portfolio, value $11,326,982,541.
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: 32,703,058 shares
- Charles Schwab Trust Co: 24,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 35,156,261 shares
Change vs previous 13F +656,038 shares
1.85% of the 13F portfolio, value $11,598,020,139.
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: 35,129,748 shares
- Charles Schwab Trust Co: 26,513 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 34,500,223 shares
Change vs previous 13F +658,811 shares
1.64% of the 13F portfolio, value $9,508,794,492.
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: 34,474,085 shares
- Charles Schwab Trust Co: 26,138 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 33,841,412 shares
Change vs previous 13F +1,006,240 shares
1.06% of the 13F portfolio, value $5,666,309,080.
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: 33,815,433 shares
- Charles Schwab Trust Co: 25,979 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 32,835,172 shares
Change vs previous 13F +812,627 shares
1.4% of the 13F portfolio, value $7,612,506,281.
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: 32,808,362 shares
- Charles Schwab Trust Co: 26,810 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 32,022,545 shares
Change vs previous 13F not available
1.05% of the 13F portfolio, value $5,523,919,260.
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: 31,997,455 shares
- Charles Schwab Trust Co: 25,090 shares
Acceptance time not in the bulk data set (spec §4.2).