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Disclosery

Charles Schwab Trust Co: MD position timeline

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

Charles Schwab Trust Co held 1,294,185 MD 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 1,294,185 shares
    Change vs previous 13F -149,206 shares

    <0.01% of the 13F portfolio, value $32,781,706.

    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 1,443,391 shares
    Change vs previous 13F -109,194 shares

    <0.01% of the 13F portfolio, value $30,874,133.

    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 1,552,585 shares
    Change vs previous 13F +105,345 shares

    0.01% of the 13F portfolio, value $33,209,793.

    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 1,447,240 shares
    Change vs previous 13F +179,297 shares

    <0.01% of the 13F portfolio, value $24,241,270.

    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 1,267,943 shares
    Change vs previous 13F +142,991 shares

    <0.01% of the 13F portfolio, value $18,194,982.

    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 1,124,952 shares
    Change vs previous 13F -33,288 shares

    <0.01% of the 13F portfolio, value $16,300,554.

    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 1,158,240 shares
    Change vs previous 13F -209,105 shares

    <0.01% of the 13F portfolio, value $15,196,109.

    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 1,367,345 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,847,529.

    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).