Charles Schwab Trust Co: MRK position timeline

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

Charles Schwab Trust Co held 54,373,539 MRK 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 54,373,539 shares
Change vs previous 13F +4,600,394 shares
0.93% of the 13F portfolio, value $6,987,000,759.
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: 54,365,289 shares
- Charles Schwab Trust Co: 8,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 49,773,145 shares
Change vs previous 13F +1,200,727 shares
0.91% of the 13F portfolio, value $5,987,856,738.
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: 49,765,225 shares
- Charles Schwab Trust Co: 7,920 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 48,572,418 shares
Change vs previous 13F -5,135,882 shares
0.79% of the 13F portfolio, value $5,112,733,592.
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: 48,563,804 shares
- Charles Schwab Trust Co: 8,614 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 53,708,300 shares
Change vs previous 13F -165,620 shares
0.72% of the 13F portfolio, value $4,507,738,417.
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: 53,699,460 shares
- Charles Schwab Trust Co: 8,840 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 53,873,920 shares
Change vs previous 13F +4,636,183 shares
0.74% of the 13F portfolio, value $4,264,660,225.
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: 53,865,466 shares
- Charles Schwab Trust Co: 8,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 49,237,737 shares
Change vs previous 13F +29,100,752 shares
0.83% of the 13F portfolio, value $4,419,578,947.
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: 49,229,283 shares
- Charles Schwab Trust Co: 8,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 20,136,985 shares
Change vs previous 13F +1,319,056 shares
0.37% of the 13F portfolio, value $2,003,227,217.
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: 20,125,171 shares
- Charles Schwab Trust Co: 11,814 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 18,817,929 shares
Change vs previous 13F not available
0.41% of the 13F portfolio, value $2,136,992,963.
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: 18,807,293 shares
- Charles Schwab Trust Co: 10,636 shares
Acceptance time not in the bulk data set (spec §4.2).