Charles Schwab Trust Co: MTZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MTZ, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 551,319 MTZ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 551,319 sharesChange vs previous 13F +40,076 shares
0.03% of the 13F portfolio, value $229,381,784.
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 511,243 sharesChange vs previous 13F +9,117 shares
0.03% of the 13F portfolio, value $164,487,323.
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 502,126 sharesChange vs previous 13F +12,288 shares
0.02% of the 13F portfolio, value $109,147,129.
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 489,838 sharesChange vs previous 13F -122,649 shares
0.02% of the 13F portfolio, value $104,242,425.
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 612,487 sharesChange vs previous 13F +611 shares
0.02% of the 13F portfolio, value $104,386,159.
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 611,876 sharesChange vs previous 13F -12,592 shares
0.01% of the 13F portfolio, value $71,412,048.
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 624,468 sharesChange vs previous 13F -5,847 shares
0.02% of the 13F portfolio, value $85,015,074.
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 630,315 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $77,591,777.
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).