Charles Schwab Trust Co: CMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on CMG, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 8,154,311 CMG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,154,311 sharesChange vs previous 13F +276,379 shares
0.04% of the 13F portfolio, value $277,246,574.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,877,932 sharesChange vs previous 13F +154,909 shares
0.04% of the 13F portfolio, value $252,172,603.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,723,023 sharesChange vs previous 13F +40,931 shares
0.04% of the 13F portfolio, value $285,751,851.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,682,092 sharesChange vs previous 13F -1,399,809 shares
0.05% of the 13F portfolio, value $301,061,185.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,081,901 sharesChange vs previous 13F +216,639 shares
0.09% of the 13F portfolio, value $509,948,741.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 8,865,262 sharesChange vs previous 13F +376,627 shares
0.08% of the 13F portfolio, value $445,124,805.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,488,635 sharesChange vs previous 13F +288,266 shares
0.09% of the 13F portfolio, value $511,864,691.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,200,369 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $472,505,262.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).