Charles Schwab Trust Co: PM position timeline

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

Charles Schwab Trust Co held 13,667,918 PM 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 13,667,918 shares
Change vs previous 13F +115,871 shares
0.33% of the 13F portfolio, value $2,473,974,145.
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: 13,649,748 shares
- Charles Schwab Trust Co: 18,170 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,552,047 shares
Change vs previous 13F +211,312 shares
0.34% of the 13F portfolio, value $2,244,237,450.
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: 13,549,581 shares
- Charles Schwab Trust Co: 2,466 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,340,735 shares
Change vs previous 13F +191,279 shares
0.33% of the 13F portfolio, value $2,140,296,441.
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: 13,338,069 shares
- Charles Schwab Trust Co: 2,666 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,149,456 shares
Change vs previous 13F -46,591 shares
0.34% of the 13F portfolio, value $2,133,523,271.
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: 13,146,812 shares
- Charles Schwab Trust Co: 2,644 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 13,196,047 shares
Change vs previous 13F -195,956 shares
0.41% of the 13F portfolio, value $2,403,611,792.
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: 13,193,482 shares
- Charles Schwab Trust Co: 2,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 13,392,003 shares
Change vs previous 13F -34,561 shares
0.4% of the 13F portfolio, value $2,124,609,773.
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: 13,389,461 shares
- Charles Schwab Trust Co: 2,542 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 13,426,564 shares
Change vs previous 13F +190,134 shares
0.3% of the 13F portfolio, value $1,615,887,087.
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: 13,422,920 shares
- Charles Schwab Trust Co: 3,644 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 13,236,430 shares
Change vs previous 13F not available
0.31% of the 13F portfolio, value $1,606,698,112.
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: 13,232,719 shares
- Charles Schwab Trust Co: 3,711 shares
Acceptance time not in the bulk data set (spec §4.2).