Charles Schwab Trust Co: MA position timeline

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

Charles Schwab Trust Co held 6,413,237 MA 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 6,413,237 shares
Change vs previous 13F +405,921 shares
0.44% of the 13F portfolio, value $3,293,838,523.
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: 6,408,865 shares
- Charles Schwab Trust Co: 4,372 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 6,007,316 shares
Change vs previous 13F +124,140 shares
0.46% of the 13F portfolio, value $3,001,615,512.
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: 6,003,161 shares
- Charles Schwab Trust Co: 4,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,883,176 shares
Change vs previous 13F +97,852 shares
0.52% of the 13F portfolio, value $3,358,587,515.
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: 5,878,841 shares
- Charles Schwab Trust Co: 4,335 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,785,324 shares
Change vs previous 13F +315,588 shares
0.52% of the 13F portfolio, value $3,290,750,145.
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: 5,780,769 shares
- Charles Schwab Trust Co: 4,555 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,469,736 shares
Change vs previous 13F +99,048 shares
0.53% of the 13F portfolio, value $3,073,663,448.
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: 5,465,299 shares
- Charles Schwab Trust Co: 4,437 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 5,370,688 shares
Change vs previous 13F +186,977 shares
0.55% of the 13F portfolio, value $2,943,781,506.
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: 5,364,077 shares
- Charles Schwab Trust Co: 6,611 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,183,711 shares
Change vs previous 13F +165,482 shares
0.5% of the 13F portfolio, value $2,729,586,968.
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: 5,175,730 shares
- Charles Schwab Trust Co: 7,981 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,018,229 shares
Change vs previous 13F not available
0.47% of the 13F portfolio, value $2,478,001,673.
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: 5,010,430 shares
- Charles Schwab Trust Co: 7,799 shares
Acceptance time not in the bulk data set (spec §4.2).