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Charles Schwab Trust Co: F position timeline

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

Charles Schwab Trust Co held 137,028,761 F 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 137,028,761 shares
    Change vs previous 13F +12,356,563 shares

    0.25% of the 13F portfolio, value $1,904,699,778.

    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 124,672,198 shares
    Change vs previous 13F -27,344,886 shares

    0.22% of the 13F portfolio, value $1,438,717,164.

    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 152,017,084 shares
    Change vs previous 13F +4,089,779 shares

    0.31% of the 13F portfolio, value $1,994,464,142.

    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 147,927,305 shares
    Change vs previous 13F +2,755,171 shares

    0.28% of the 13F portfolio, value $1,769,210,568.

    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 145,172,134 shares
    Change vs previous 13F +5,118,228 shares

    0.27% of the 13F portfolio, value $1,575,117,654.

    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 140,053,906 shares
    Change vs previous 13F +10,947,527 shares

    0.26% of the 13F portfolio, value $1,404,740,676.

    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 129,106,379 shares
    Change vs previous 13F +6,497,321 shares

    0.24% of the 13F portfolio, value $1,278,153,148.

    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 122,609,058 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,294,751,653.

    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).