Charles Schwab Trust Co: BRK-B position timeline

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

Charles Schwab Trust Co held 11,574,209 BRK-B 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 11,574,209 shares
Change vs previous 13F +188,479 shares
0.77% of the 13F portfolio, value $5,791,618,470.
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: 11,570,593 shares
- Charles Schwab Trust Co: 3,616 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 11,385,730 shares
Change vs previous 13F +338,047 shares
0.83% of the 13F portfolio, value $5,456,041,816.
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: 11,381,789 shares
- Charles Schwab Trust Co: 3,941 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,047,683 shares
Change vs previous 13F +75,847 shares
0.86% of the 13F portfolio, value $5,553,117,860.
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: 11,044,013 shares
- Charles Schwab Trust Co: 3,670 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 10,971,836 shares
Change vs previous 13F +29,992 shares
0.88% of the 13F portfolio, value $5,515,980,992.
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: 10,967,933 shares
- Charles Schwab Trust Co: 3,903 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 10,941,844 shares
Change vs previous 13F +57,919 shares
0.92% of the 13F portfolio, value $5,315,219,558.
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: 10,937,991 shares
- Charles Schwab Trust Co: 3,853 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 10,883,925 shares
Change vs previous 13F +25,750 shares
1.08% of the 13F portfolio, value $5,796,560,883.
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: 10,882,296 shares
- Charles Schwab Trust Co: 1,629 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,858,175 shares
Change vs previous 13F +261,191 shares
0.91% of the 13F portfolio, value $4,921,793,564.
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: 10,856,198 shares
- Charles Schwab Trust Co: 1,977 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,596,984 shares
Change vs previous 13F not available
0.93% of the 13F portfolio, value $4,877,367,856.
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: 10,595,616 shares
- Charles Schwab Trust Co: 1,368 shares
Acceptance time not in the bulk data set (spec §4.2).