Charles Schwab Trust Co: MSFT position timeline

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

Charles Schwab Trust Co held 52,319,851 MSFT 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 52,319,851 shares
Change vs previous 13F -220,132 shares
2.59% of the 13F portfolio, value $19,515,739,146.
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: 52,298,999 shares
- Charles Schwab Trust Co: 20,852 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 52,539,983 shares
Change vs previous 13F +1,585,171 shares
2.96% of the 13F portfolio, value $19,448,629,697.
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: 52,519,324 shares
- Charles Schwab Trust Co: 20,659 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 50,954,812 shares
Change vs previous 13F +157,664 shares
3.82% of the 13F portfolio, value $24,642,769,578.
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: 50,931,576 shares
- Charles Schwab Trust Co: 23,236 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 50,797,148 shares
Change vs previous 13F +8,941 shares
4.19% of the 13F portfolio, value $26,309,911,061.
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: 50,775,340 shares
- Charles Schwab Trust Co: 21,808 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 50,788,207 shares
Change vs previous 13F +1,612,408 shares
4.36% of the 13F portfolio, value $25,262,371,785.
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: 50,768,204 shares
- Charles Schwab Trust Co: 20,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 49,175,799 shares
Change vs previous 13F +103,008 shares
3.46% of the 13F portfolio, value $18,460,470,985.
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: 49,157,662 shares
- Charles Schwab Trust Co: 18,137 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 49,072,791 shares
Change vs previous 13F +1,824,980 shares
3.8% of the 13F portfolio, value $20,684,181,884.
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: 49,052,704 shares
- Charles Schwab Trust Co: 20,087 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 47,247,811 shares
Change vs previous 13F not available
3.87% of the 13F portfolio, value $20,330,553,577.
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: 47,229,125 shares
- Charles Schwab Trust Co: 18,686 shares
Acceptance time not in the bulk data set (spec §4.2).