Charles Schwab Trust Co: MPT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MPT, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 11,513,717 MPT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 11,513,717 sharesChange vs previous 13F -467,016 shares
0.01% of the 13F portfolio, value $53,193,373.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,980,733 sharesChange vs previous 13F -62,724 shares
0.01% of the 13F portfolio, value $55,470,794.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,043,457 sharesChange vs previous 13F +1,159,750 shares
0.01% of the 13F portfolio, value $60,217,283.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,883,707 sharesChange vs previous 13F -25,704 shares
0.01% of the 13F portfolio, value $55,180,394.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,909,411 sharesChange vs previous 13F +888,843 shares
0.01% of the 13F portfolio, value $47,019,561.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 10,020,568 sharesChange vs previous 13F +1,182,028 shares
0.01% of the 13F portfolio, value $60,424,025.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,838,540 sharesChange vs previous 13F +118,577 shares
0.01% of the 13F portfolio, value $34,912,233.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,719,963 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $51,011,784.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).