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Charles Schwab Trust Co: BLK position timeline

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

Charles Schwab Trust Co held 1,378,163 BLK 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 1,378,163 shares
    Change vs previous 13F +87,378 shares

    0.18% of the 13F portfolio, value $1,325,195,171.

    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 1,290,785 shares
    Change vs previous 13F +25,731 shares

    0.19% of the 13F portfolio, value $1,242,253,510.

    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: 1,290,785 shares
    • Charles Schwab Trust Co: 0 shares

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

  3. period ended2025-12-31
    13F 1,265,054 shares
    Change vs previous 13F +23,353 shares

    0.21% of the 13F portfolio, value $1,354,049,578.

    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: 1,264,684 shares
    • Charles Schwab Trust Co: 370 shares

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

  4. period ended2025-09-30
    13F 1,241,701 shares
    Change vs previous 13F +20,661 shares

    0.23% of the 13F portfolio, value $1,447,674,121.

    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: 1,241,293 shares
    • Charles Schwab Trust Co: 408 shares

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

  5. period ended2025-06-30
    13F 1,221,040 shares
    Change vs previous 13F +107,420 shares

    0.22% of the 13F portfolio, value $1,281,187,490.

    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: 1,220,615 shares
    • Charles Schwab Trust Co: 425 shares

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

  6. period ended2025-03-31
    13F/A 1,113,620 shares
    Change vs previous 13F -2,624,602 shares

    0.2% of the 13F portfolio, value $1,054,018,807.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 3,738,222 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,832,089,208.

    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).