Charles Schwab Trust Co: V position timeline

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

Charles Schwab Trust Co held 14,506,666 V 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 14,506,666 shares
Change vs previous 13F +818,094 shares
0.66% of the 13F portfolio, value $4,977,094,474.
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: 14,503,812 shares
- Charles Schwab Trust Co: 2,854 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,688,572 shares
Change vs previous 13F +304,755 shares
0.63% of the 13F portfolio, value $4,138,111,915.
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: 13,686,005 shares
- Charles Schwab Trust Co: 2,567 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 13,383,817 shares
Change vs previous 13F +190,506 shares
0.73% of the 13F portfolio, value $4,693,840,900.
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: 13,381,943 shares
- Charles Schwab Trust Co: 1,874 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 13,193,311 shares
Change vs previous 13F +370,225 shares
0.72% of the 13F portfolio, value $4,503,934,453.
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: 13,191,078 shares
- Charles Schwab Trust Co: 2,233 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 12,823,086 shares
Change vs previous 13F +167,840 shares
0.79% of the 13F portfolio, value $4,552,838,584.
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: 12,820,885 shares
- Charles Schwab Trust Co: 2,201 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 12,655,246 shares
Change vs previous 13F +408,848 shares
0.83% of the 13F portfolio, value $4,435,157,308.
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: 12,651,212 shares
- Charles Schwab Trust Co: 4,034 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 12,246,398 shares
Change vs previous 13F +719,358 shares
0.71% of the 13F portfolio, value $3,870,351,469.
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: 12,241,003 shares
- Charles Schwab Trust Co: 5,395 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 11,527,040 shares
Change vs previous 13F not available
0.6% of the 13F portfolio, value $3,169,359,863.
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: 11,522,445 shares
- Charles Schwab Trust Co: 4,595 shares
Acceptance time not in the bulk data set (spec §4.2).