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Charles Schwab Trust Co: TMO position timeline

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

Charles Schwab Trust Co held 3,114,527 TMO 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 3,114,527 shares
    Change vs previous 13F +179,685 shares

    0.21% of the 13F portfolio, value $1,561,499,257.

    13F-HR 0001752724-26-000057 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).

  2. period ended2026-03-31
    13F 2,934,842 shares
    Change vs previous 13F +90,667 shares

    0.22% of the 13F portfolio, value $1,442,562,888.

    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: 2,934,842 shares
    • Charles Schwab Trust Co: 0 shares

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

  3. period ended2025-12-31
    13F 2,844,175 shares
    Change vs previous 13F -10,921 shares

    0.26% of the 13F portfolio, value $1,648,057,065.

    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: 2,843,654 shares
    • Charles Schwab Trust Co: 521 shares

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

  4. period ended2025-09-30
    13F 2,855,096 shares
    Change vs previous 13F -146,139 shares

    0.22% of the 13F portfolio, value $1,384,778,891.

    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: 2,854,448 shares
    • Charles Schwab Trust Co: 648 shares

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

  5. period ended2025-06-30
    13F 3,001,235 shares
    Change vs previous 13F +75,733 shares

    0.21% of the 13F portfolio, value $1,216,884,510.

    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: 3,000,562 shares
    • Charles Schwab Trust Co: 673 shares

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

  6. period ended2025-03-31
    13F/A 2,925,502 shares
    Change vs previous 13F +114,818 shares

    0.27% of the 13F portfolio, value $1,455,729,950.

    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: 2,925,054 shares
    • Charles Schwab Trust Co: 448 shares

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

  7. period ended2024-12-31
    13F 2,810,684 shares
    Change vs previous 13F +366,304 shares

    0.27% of the 13F portfolio, value $1,462,202,355.

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

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,810,128 shares
    • Charles Schwab Trust Co: 556 shares

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

  8. period ended2024-09-30
    13F 2,444,380 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,512,020,096.

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

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 2,443,937 shares
    • Charles Schwab Trust Co: 443 shares

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