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Charles Schwab Trust Co: PFE position timeline

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

Charles Schwab Trust Co held 52,564,357 PFE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,564,357 shares
    Change vs previous 13F +663,011 shares

    0.17% of the 13F portfolio, value $1,265,749,824.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 52,548,228 shares
    • Charles Schwab Trust Co: 16,129 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 51,901,346 shares
    Change vs previous 13F +1,349,408 shares

    0.22% of the 13F portfolio, value $1,457,177,673.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 51,891,636 shares
    • Charles Schwab Trust Co: 9,710 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 50,551,938 shares
    Change vs previous 13F +408,501 shares

    0.2% of the 13F portfolio, value $1,258,743,383.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 50,540,119 shares
    • Charles Schwab Trust Co: 11,819 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 50,143,437 shares
    Change vs previous 13F +969,557 shares

    0.2% of the 13F portfolio, value $1,277,654,924.

    13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 50,130,037 shares
    • Charles Schwab Trust Co: 13,400 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,173,880 shares
    Change vs previous 13F +1,135,457 shares

    0.21% of the 13F portfolio, value $1,191,974,973.

    13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 49,165,032 shares
    • Charles Schwab Trust Co: 8,848 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 48,038,423 shares
    Change vs previous 13F -107,420,678 shares

    0.23% of the 13F portfolio, value $1,217,293,605.

    13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 48,029,575 shares
    • Charles Schwab Trust Co: 8,848 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 155,459,101 shares
    Change vs previous 13F +25,315,159 shares

    0.76% of the 13F portfolio, value $4,124,329,964.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 130,143,942 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,766,365,732.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).