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Charles Schwab Trust Co: CME position timeline

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

Charles Schwab Trust Co held 2,181,318 CME 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 2,181,318 shares
    Change vs previous 13F -25,868 shares

    0.06% of the 13F portfolio, value $481,700,454.

    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 2,207,186 shares
    Change vs previous 13F +59,025 shares

    0.1% of the 13F portfolio, value $651,892,385.

    13F-HR 0001752724-26-000037 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).

  3. period ended2025-12-31
    13F 2,148,161 shares
    Change vs previous 13F +26,845 shares

    0.09% of the 13F portfolio, value $586,619,806.

    13F-HR 0001752724-26-000003 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).

  4. period ended2025-09-30
    13F 2,121,316 shares
    Change vs previous 13F +11,635 shares

    0.09% of the 13F portfolio, value $573,158,370.

    13F-HR 0001752724-25-215019 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).

  5. period ended2025-06-30
    13F 2,109,681 shares
    Change vs previous 13F +24,259 shares

    0.1% of the 13F portfolio, value $581,470,262.

    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: 2,109,681 shares
    • Charles Schwab Trust Co: 0 shares

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

  6. period ended2025-03-31
    13F/A 2,085,422 shares
    Change vs previous 13F +30,682 shares

    0.1% of the 13F portfolio, value $553,241,603.

    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: 2,081,023 shares
    • Charles Schwab Trust Co: 4,399 shares

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

  7. period ended2024-12-31
    13F 2,054,740 shares
    Change vs previous 13F +65,732 shares

    0.09% of the 13F portfolio, value $477,172,270.

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

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,047,687 shares
    • Charles Schwab Trust Co: 7,053 shares

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

  8. period ended2024-09-30
    13F 1,989,008 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $438,874,616.

    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: 1,981,961 shares
    • Charles Schwab Trust Co: 7,047 shares

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