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Charles Schwab Trust Co: VYM position timeline

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

Charles Schwab Trust Co held 0 VYM shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -935,305 shares

    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: 0 shares
    • Charles Schwab Trust Co: 0 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 935,305 shares
    Change vs previous 13F +33,116 shares

    0.02% of the 13F portfolio, value $134,234,995.

    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: 933,014 shares
    • Charles Schwab Trust Co: 2,291 shares

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

  3. period ended2025-09-30
    13F 902,189 shares
    Change vs previous 13F -46,622 shares

    0.02% of the 13F portfolio, value $127,163,621.

    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: 899,898 shares
    • Charles Schwab Trust Co: 2,291 shares

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

  4. period ended2025-06-30
    13F 948,811 shares
    Change vs previous 13F +181,450 shares

    0.02% of the 13F portfolio, value $126,486,083.

    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: 946,520 shares
    • Charles Schwab Trust Co: 2,291 shares

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

  5. period ended2025-03-31
    13F/A 767,361 shares
    Change vs previous 13F -68,749 shares

    0.02% of the 13F portfolio, value $98,958,896.

    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: 765,107 shares
    • Charles Schwab Trust Co: 2,254 shares

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

  6. period ended2024-12-31
    13F 836,110 shares
    Change vs previous 13F -60,444 shares

    0.02% of the 13F portfolio, value $106,679,357.

    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: 833,856 shares
    • Charles Schwab Trust Co: 2,254 shares

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

  7. period ended2024-09-30
    13F 896,554 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $114,938,194.

    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: 894,600 shares
    • Charles Schwab Trust Co: 1,954 shares

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