Charles Schwab Trust Co: MUB position timeline

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

Charles Schwab Trust Co held 189,508 MUB shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

period ended2026-06-30
13F 189,508 shares
Change vs previous 13F +2,431 shares
<0.01% of the 13F portfolio, value $20,394,851.
13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 14,024 shares
- Charles Schwab Trust Co: 175,484 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 187,077 shares
Change vs previous 13F -19,808 shares
<0.01% of the 13F portfolio, value $19,858,223.
13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 14,528 shares
- Charles Schwab Trust Co: 172,549 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 206,885 shares
Change vs previous 13F -14,686 shares
<0.01% of the 13F portfolio, value $22,159,453.
13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 26,388 shares
- Charles Schwab Trust Co: 180,497 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 221,571 shares
Change vs previous 13F -4,082 shares
<0.01% of the 13F portfolio, value $23,595,096.
13F-HR 0001085146-25-005907 filed by Charles Schwab Trust Co
Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 40,973 shares
- Charles Schwab Trust Co: 180,598 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 225,653 shares
Change vs previous 13F -9,112,998 shares
<0.01% of the 13F portfolio, value $23,576,225.
13F-HR 0001085146-25-003921 filed by Charles Schwab Trust Co
Filed 2025-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 55,400 shares
- Charles Schwab Trust Co: 170,253 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 9,338,651 shares
Change vs previous 13F +883,331 shares
0.18% of the 13F portfolio, value $984,667,362.
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: 9,199,988 shares
- Charles Schwab Trust Co: 138,663 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 8,455,320 shares
Change vs previous 13F +93,209 shares
0.17% of the 13F portfolio, value $900,914,327.
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: 8,397,818 shares
- Charles Schwab Trust Co: 57,502 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 8,362,111 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $908,376,094.
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: 8,257,563 shares
- Charles Schwab Trust Co: 104,548 shares
Acceptance time not in the bulk data set (spec §4.2).