Charles Schwab Trust Co: MAR position timeline

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

Charles Schwab Trust Co held 1,767,269 MAR 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 1,767,269 shares
Change vs previous 13F +113,744 shares
0.09% of the 13F portfolio, value $654,932,219.
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: 1,767,269 shares
- Charles Schwab Trust Co: 0 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,653,525 shares
Change vs previous 13F +32,636 shares
0.08% of the 13F portfolio, value $540,818,422.
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: 1,652,056 shares
- Charles Schwab Trust Co: 1,469 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,620,889 shares
Change vs previous 13F +19,308 shares
0.08% of the 13F portfolio, value $502,864,604.
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: 1,619,423 shares
- Charles Schwab Trust Co: 1,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,601,581 shares
Change vs previous 13F +42,743 shares
0.07% of the 13F portfolio, value $417,115,756.
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: 1,600,036 shares
- Charles Schwab Trust Co: 1,545 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,558,838 shares
Change vs previous 13F +42,462 shares
0.07% of the 13F portfolio, value $425,890,130.
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: 1,557,293 shares
- Charles Schwab Trust Co: 1,545 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,516,376 shares
Change vs previous 13F +37,192 shares
0.07% of the 13F portfolio, value $361,200,763.
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: 1,514,831 shares
- Charles Schwab Trust Co: 1,545 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,479,184 shares
Change vs previous 13F +32,284 shares
0.08% of the 13F portfolio, value $412,603,600.
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: 1,477,619 shares
- Charles Schwab Trust Co: 1,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,446,900 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $359,699,353.
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: 1,445,331 shares
- Charles Schwab Trust Co: 1,569 shares
Acceptance time not in the bulk data set (spec §4.2).