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Charles Schwab Trust Co: CSX position timeline

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

Charles Schwab Trust Co held 12,621,746 CSX 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 12,621,746 shares
    Change vs previous 13F -40,191 shares

    0.08% of the 13F portfolio, value $599,911,588.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 12,605,769 shares
    • Charles Schwab Trust Co: 15,977 shares

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

  2. period ended2026-03-31
    13F 12,661,937 shares
    Change vs previous 13F +316,376 shares

    0.08% of the 13F portfolio, value $519,772,514.

    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: 12,645,960 shares
    • Charles Schwab Trust Co: 15,977 shares

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

  3. period ended2025-12-31
    13F 12,345,561 shares
    Change vs previous 13F +173,971 shares

    0.07% of the 13F portfolio, value $447,526,575.

    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: 12,326,138 shares
    • Charles Schwab Trust Co: 19,423 shares

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

  4. period ended2025-09-30
    13F 12,171,590 shares
    Change vs previous 13F +49,480 shares

    0.07% of the 13F portfolio, value $432,213,185.

    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: 12,151,853 shares
    • Charles Schwab Trust Co: 19,737 shares

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

  5. period ended2025-06-30
    13F 12,122,110 shares
    Change vs previous 13F +81,947 shares

    0.07% of the 13F portfolio, value $395,544,438.

    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: 12,102,372 shares
    • Charles Schwab Trust Co: 19,738 shares

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

  6. period ended2025-03-31
    13F/A 12,040,163 shares
    Change vs previous 13F +89,978 shares

    0.07% of the 13F portfolio, value $354,341,988.

    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: 12,023,425 shares
    • Charles Schwab Trust Co: 16,738 shares

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

  7. period ended2024-12-31
    13F 11,950,185 shares
    Change vs previous 13F +358,042 shares

    0.07% of the 13F portfolio, value $385,632,454.

    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 11,592,143 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $400,276,681.

    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).