Charles Schwab Trust Co: SCMB position timeline

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

Charles Schwab Trust Co held 75,940,549 SCMB 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 75,940,549 shares
Change vs previous 13F +8,684,744 shares
0.26% of the 13F portfolio, value $1,960,784,976.
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: 74,885,347 shares
- Charles Schwab Trust Co: 1,055,202 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 67,255,805 shares
Change vs previous 13F +722,210 shares
0.26% of the 13F portfolio, value $1,713,677,911.
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: 66,306,294 shares
- Charles Schwab Trust Co: 949,511 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 66,533,595 shares
Change vs previous 13F +5,907,232 shares
0.27% of the 13F portfolio, value $1,713,905,407.
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: 65,617,520 shares
- Charles Schwab Trust Co: 916,075 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 60,626,363 shares
Change vs previous 13F +7,249,552 shares
0.25% of the 13F portfolio, value $1,552,641,156.
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: 59,824,230 shares
- Charles Schwab Trust Co: 802,133 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 53,376,811 shares
Change vs previous 13F +51,681,021 shares
0.23% of the 13F portfolio, value $1,344,028,101.
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: 52,643,707 shares
- Charles Schwab Trust Co: 733,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 1,695,790 shares
Change vs previous 13F -284,372 shares
0.01% of the 13F portfolio, value $43,022,192.
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: 1,167,351 shares
- Charles Schwab Trust Co: 528,439 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,980,162 shares
Change vs previous 13F +1,065,854 shares
0.01% of the 13F portfolio, value $50,850,552.
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: 1,164,822 shares
- Charles Schwab Trust Co: 815,340 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 914,308 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $48,028,600.
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: 639,567 shares
- Charles Schwab Trust Co: 274,741 shares
Acceptance time not in the bulk data set (spec §4.2).