Charles Schwab Trust Co: MX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on MX, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 0 MX shares at 2025-12-31 per its 13F-HR filed 2026-02-13.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -54,831 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 54,831 sharesChange vs previous 13F -43,091 shares
<0.01% of the 13F portfolio, value $171,621.
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 97,922 sharesChange vs previous 13F -65,418 shares
<0.01% of the 13F portfolio, value $389,730.
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 163,340 sharesChange vs previous 13F -2,212 shares
<0.01% of the 13F portfolio, value $560,256.
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 165,552 sharesChange vs previous 13F +63,175 shares
<0.01% of the 13F portfolio, value $665,519.
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 102,377 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $478,101.
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).