Charles Schwab Trust Co: IBM position timeline

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

Charles Schwab Trust Co held 7,136,312 IBM 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 7,136,312 shares
Change vs previous 13F +391,696 shares
0.27% of the 13F portfolio, value $2,006,804,676.
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: 7,132,137 shares
- Charles Schwab Trust Co: 4,175 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,744,616 shares
Change vs previous 13F +157,014 shares
0.25% of the 13F portfolio, value $1,634,752,043.
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: 6,739,996 shares
- Charles Schwab Trust Co: 4,620 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 6,587,602 shares
Change vs previous 13F -96,339 shares
0.3% of the 13F portfolio, value $1,951,316,085.
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: 6,583,297 shares
- Charles Schwab Trust Co: 4,305 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 6,683,941 shares
Change vs previous 13F -14,582 shares
0.3% of the 13F portfolio, value $1,885,942,876.
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: 6,680,679 shares
- Charles Schwab Trust Co: 3,262 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 6,698,523 shares
Change vs previous 13F +79,479 shares
0.34% of the 13F portfolio, value $1,974,592,810.
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: 6,695,273 shares
- Charles Schwab Trust Co: 3,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 6,619,044 shares
Change vs previous 13F -49,512 shares
0.31% of the 13F portfolio, value $1,645,891,490.
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: 6,615,794 shares
- Charles Schwab Trust Co: 3,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,668,556 shares
Change vs previous 13F +127,764 shares
0.27% of the 13F portfolio, value $1,465,948,696.
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: 6,665,256 shares
- Charles Schwab Trust Co: 3,300 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,540,792 shares
Change vs previous 13F not available
0.28% of the 13F portfolio, value $1,446,038,361.
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: 6,538,709 shares
- Charles Schwab Trust Co: 2,083 shares
Acceptance time not in the bulk data set (spec §4.2).