Skip to content
Disclosery

Charles Schwab Trust Co: AXP position timeline

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

Charles Schwab Trust Co held 3,888,106 AXP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,888,106 shares
    Change vs previous 13F +16,958 shares

    0.18% of the 13F portfolio, value $1,315,155,092.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,871,148 shares
    Change vs previous 13F +59,458 shares

    0.18% of the 13F portfolio, value $1,171,093,906.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,871,148 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,811,690 shares
    Change vs previous 13F -19,794 shares

    0.22% of the 13F portfolio, value $1,410,138,283.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,810,767 shares
    • Charles Schwab Trust Co: 923 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,831,484 shares
    Change vs previous 13F -54,747 shares

    0.2% of the 13F portfolio, value $1,272,669,239.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,830,491 shares
    • Charles Schwab Trust Co: 993 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,886,231 shares
    Change vs previous 13F +31,014 shares

    0.21% of the 13F portfolio, value $1,239,633,419.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,885,227 shares
    • Charles Schwab Trust Co: 1,004 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 3,855,217 shares
    Change vs previous 13F -23,217 shares

    0.19% of the 13F portfolio, value $1,037,246,017.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,854,224 shares
    • Charles Schwab Trust Co: 993 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,878,434 shares
    Change vs previous 13F +14,282 shares

    0.21% of the 13F portfolio, value $1,151,080,338.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,864,152 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,047,957,917.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 3,864,152 shares
    • Charles Schwab Trust Co: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).