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Charles Schwab Trust Co: RMD position timeline

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

Charles Schwab Trust Co held 1,224,063 RMD 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 1,224,063 shares
    Change vs previous 13F +87,174 shares

    0.03% of the 13F portfolio, value $238,545,397.

    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: 1,222,473 shares
    • Charles Schwab Trust Co: 1,590 shares

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

  2. period ended2026-03-31
    13F 1,136,889 shares
    Change vs previous 13F +31,784 shares

    0.04% of the 13F portfolio, value $255,208,843.

    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: 1,135,299 shares
    • Charles Schwab Trust Co: 1,590 shares

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

  3. period ended2025-12-31
    13F 1,105,105 shares
    Change vs previous 13F +35,816 shares

    0.04% of the 13F portfolio, value $266,186,641.

    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: 1,103,459 shares
    • Charles Schwab Trust Co: 1,646 shares

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

  4. period ended2025-09-30
    13F 1,069,289 shares
    Change vs previous 13F +46,642 shares

    0.05% of the 13F portfolio, value $292,696,478.

    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: 1,067,643 shares
    • Charles Schwab Trust Co: 1,646 shares

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

  5. period ended2025-06-30
    13F 1,022,647 shares
    Change vs previous 13F +24,519 shares

    0.05% of the 13F portfolio, value $263,842,926.

    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: 1,021,001 shares
    • Charles Schwab Trust Co: 1,646 shares

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

  6. period ended2025-03-31
    13F/A 998,128 shares
    Change vs previous 13F +41,108 shares

    0.04% of the 13F portfolio, value $223,430,953.

    13F-HR/A 0001752724-25-215014 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).

  7. period ended2024-12-31
    13F 957,020 shares
    Change vs previous 13F +32,973 shares

    0.04% of the 13F portfolio, value $218,860,904.

    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 924,047 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $225,578,413.

    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).