Charles Schwab Trust Co: MO position timeline

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

Charles Schwab Trust Co held 59,155,178 MO 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 59,155,178 shares
Change vs previous 13F +4,868,988 shares
0.57% of the 13F portfolio, value $4,256,496,177.
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: 59,122,097 shares
- Charles Schwab Trust Co: 33,081 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 54,286,190 shares
Change vs previous 13F -11,238,075 shares
0.55% of the 13F portfolio, value $3,583,366,893.
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: 54,280,109 shares
- Charles Schwab Trust Co: 6,081 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 65,524,265 shares
Change vs previous 13F +6,264,369 shares
0.59% of the 13F portfolio, value $3,778,354,418.
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: 65,516,916 shares
- Charles Schwab Trust Co: 7,349 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 59,259,896 shares
Change vs previous 13F -2,908,928 shares
0.62% of the 13F portfolio, value $3,914,966,833.
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: 59,251,136 shares
- Charles Schwab Trust Co: 8,760 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 62,168,824 shares
Change vs previous 13F -1,127,853 shares
0.63% of the 13F portfolio, value $3,645,187,241.
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: 62,162,568 shares
- Charles Schwab Trust Co: 6,256 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 63,296,677 shares
Change vs previous 13F +3,483,202 shares
0.71% of the 13F portfolio, value $3,799,066,561.
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: 63,288,773 shares
- Charles Schwab Trust Co: 7,904 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 59,813,475 shares
Change vs previous 13F +2,296,912 shares
0.58% of the 13F portfolio, value $3,127,646,567.
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: 59,805,286 shares
- Charles Schwab Trust Co: 8,189 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 57,516,563 shares
Change vs previous 13F not available
0.56% of the 13F portfolio, value $2,935,645,350.
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: 57,508,314 shares
- Charles Schwab Trust Co: 8,249 shares
Acceptance time not in the bulk data set (spec §4.2).