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Charles Schwab Trust Co: VOO position timeline

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

Charles Schwab Trust Co held 194,540 VOO shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 194,540 shares
    Change vs previous 13F -16,541 shares

    7.45% of the 13F portfolio, value $133,612,017.

    13F-HR 0001789219-26-000004 filed by Charles Schwab Trust Co
    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 211,081 shares
    Change vs previous 13F +23,470 shares

    8.18% of the 13F portfolio, value $126,131,452.

    13F-HR 0001789219-26-000003 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 187,611 shares
    Change vs previous 13F -1,340,127 shares

    7.73% of the 13F portfolio, value $117,656,486.

    13F-HR 0001789219-26-000002 filed by Charles Schwab Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    • CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 0 shares
    • Charles Schwab Trust Co: 187,611 shares

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

  4. period ended2025-09-30
    13F 1,527,738 shares
    Change vs previous 13F -43,665 shares

    0.15% of the 13F portfolio, value $935,556,425.

    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: 1,338,133 shares
    • Charles Schwab Trust Co: 189,605 shares

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

  5. period ended2025-06-30
    13F 1,571,403 shares
    Change vs previous 13F +141,651 shares

    0.15% of the 13F portfolio, value $892,604,456.

    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: 1,382,627 shares
    • Charles Schwab Trust Co: 188,776 shares

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

  6. period ended2025-03-31
    13F/A 1,429,752 shares
    Change vs previous 13F +102,753 shares

    0.14% of the 13F portfolio, value $734,761,406.

    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: 1,261,106 shares
    • Charles Schwab Trust Co: 168,646 shares

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

  7. period ended2024-12-31
    13F 1,326,999 shares
    Change vs previous 13F -32,409 shares

    0.13% of the 13F portfolio, value $715,000,766.

    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: 1,157,704 shares
    • Charles Schwab Trust Co: 169,295 shares

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

  8. period ended2024-09-30
    13F 1,359,408 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $717,318,659.

    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: 1,182,101 shares
    • Charles Schwab Trust Co: 177,307 shares

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