Charles Schwab Trust Co: META position timeline

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

Charles Schwab Trust Co held 15,440,012 META 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 15,440,012 shares
Change vs previous 13F +34,514 shares
1.15% of the 13F portfolio, value $8,697,209,042.
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: 15,438,261 shares
- Charles Schwab Trust Co: 1,751 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 15,405,498 shares
Change vs previous 13F -154,143 shares
1.34% of the 13F portfolio, value $8,814,491,319.
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: 15,403,780 shares
- Charles Schwab Trust Co: 1,718 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 15,559,641 shares
Change vs previous 13F +1,124,831 shares
1.59% of the 13F portfolio, value $10,270,769,599.
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: 15,559,200 shares
- Charles Schwab Trust Co: 441 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 14,434,810 shares
Change vs previous 13F -55,460 shares
1.69% of the 13F portfolio, value $10,600,635,843.
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: 14,434,179 shares
- Charles Schwab Trust Co: 631 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 14,490,270 shares
Change vs previous 13F +299,374 shares
1.85% of the 13F portfolio, value $10,695,123,384.
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: 14,489,621 shares
- Charles Schwab Trust Co: 649 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 14,190,896 shares
Change vs previous 13F -62,159 shares
1.53% of the 13F portfolio, value $8,179,065,013.
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: 14,190,165 shares
- Charles Schwab Trust Co: 731 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 14,253,055 shares
Change vs previous 13F +424,385 shares
1.54% of the 13F portfolio, value $8,345,306,256.
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: 14,251,766 shares
- Charles Schwab Trust Co: 1,289 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,828,670 shares
Change vs previous 13F not available
1.51% of the 13F portfolio, value $7,916,083,615.
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: 13,827,565 shares
- Charles Schwab Trust Co: 1,105 shares
Acceptance time not in the bulk data set (spec §4.2).