Charles Schwab Trust Co: EMR position timeline

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

Charles Schwab Trust Co held 3,573,795 EMR 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 3,573,795 shares
Change vs previous 13F +24,855 shares
0.07% of the 13F portfolio, value $511,588,755.
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: 3,565,525 shares
- Charles Schwab Trust Co: 8,270 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,548,940 shares
Change vs previous 13F +71,403 shares
0.07% of the 13F portfolio, value $464,982,119.
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: 3,541,657 shares
- Charles Schwab Trust Co: 7,283 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,477,537 shares
Change vs previous 13F +50,274 shares
0.07% of the 13F portfolio, value $461,538,711.
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: 3,459,937 shares
- Charles Schwab Trust Co: 17,600 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,427,263 shares
Change vs previous 13F -18,932 shares
0.07% of the 13F portfolio, value $449,588,360.
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: 3,409,857 shares
- Charles Schwab Trust Co: 17,406 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,446,195 shares
Change vs previous 13F +43,579 shares
0.08% of the 13F portfolio, value $459,481,179.
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: 3,393,930 shares
- Charles Schwab Trust Co: 52,265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 3,402,616 shares
Change vs previous 13F -8,269 shares
0.07% of the 13F portfolio, value $373,062,819.
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: 3,350,351 shares
- Charles Schwab Trust Co: 52,265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,410,885 shares
Change vs previous 13F +72,494 shares
0.08% of the 13F portfolio, value $422,710,978.
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: 3,358,620 shares
- Charles Schwab Trust Co: 52,265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 3,338,391 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $365,119,822.
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: 3,287,326 shares
- Charles Schwab Trust Co: 51,065 shares
Acceptance time not in the bulk data set (spec §4.2).