Charles Schwab Trust Co: HD position timeline

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

Charles Schwab Trust Co held 20,265,649 HD 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 20,265,649 shares
Change vs previous 13F +3,175,211 shares
0.95% of the 13F portfolio, value $7,147,012,521.
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: 20,261,850 shares
- Charles Schwab Trust Co: 3,799 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 17,090,438 shares
Change vs previous 13F +1,614,434 shares
0.86% of the 13F portfolio, value $5,622,847,988.
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: 17,085,966 shares
- Charles Schwab Trust Co: 4,472 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 15,476,004 shares
Change vs previous 13F +1,112,894 shares
0.83% of the 13F portfolio, value $5,325,296,458.
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: 15,471,132 shares
- Charles Schwab Trust Co: 4,872 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,363,110 shares
Change vs previous 13F -210,210 shares
0.93% of the 13F portfolio, value $5,819,959,339.
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: 14,358,018 shares
- Charles Schwab Trust Co: 5,092 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,573,320 shares
Change vs previous 13F +153,333 shares
0.92% of the 13F portfolio, value $5,343,359,121.
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: 14,568,860 shares
- Charles Schwab Trust Co: 4,460 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 14,419,987 shares
Change vs previous 13F +889,208 shares
0.99% of the 13F portfolio, value $5,284,123,372.
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: 14,413,839 shares
- Charles Schwab Trust Co: 6,148 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,530,779 shares
Change vs previous 13F -83,000 shares
0.97% of the 13F portfolio, value $5,263,337,917.
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: 13,523,952 shares
- Charles Schwab Trust Co: 6,827 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,613,779 shares
Change vs previous 13F not available
1.05% of the 13F portfolio, value $5,515,954,302.
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: 13,607,317 shares
- Charles Schwab Trust Co: 6,462 shares
Acceptance time not in the bulk data set (spec §4.2).