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Disclosery

Charles Schwab Trust Co: CMF position timeline

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

Charles Schwab Trust Co held 9,795,528 CMF 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 9,795,528 shares
    Change vs previous 13F +1,298,720 shares

    0.08% of the 13F portfolio, value $564,614,234.

    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 8,496,808 shares
    Change vs previous 13F +56,779 shares

    0.07% of the 13F portfolio, value $483,128,503.

    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 8,440,029 shares
    Change vs previous 13F +703,735 shares

    0.08% of the 13F portfolio, value $484,964,066.

    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 7,736,294 shares
    Change vs previous 13F +18,836 shares

    0.07% of the 13F portfolio, value $441,278,210.

    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 7,717,458 shares
    Change vs previous 13F -2,543,050 shares

    0.07% of the 13F portfolio, value $430,171,109.

    13F-HR 0001752724-25-186359 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).

  6. period ended2025-03-31
    13F/A 10,260,508 shares
    Change vs previous 13F -734,201 shares

    0.11% of the 13F portfolio, value $577,461,390.

    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 10,994,709 shares
    Change vs previous 13F -2,250,461 shares

    0.12% of the 13F portfolio, value $629,776,932.

    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 13,245,170 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $769,676,829.

    13F-HR 0001752724-24-247180 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).