Charles Schwab Trust Co: VZ position timeline

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

Charles Schwab Trust Co held 127,792,832 VZ 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 127,792,832 shares
Change vs previous 13F +14,840,357 shares
0.72% of the 13F portfolio, value $5,412,959,004.
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: 127,774,822 shares
- Charles Schwab Trust Co: 18,010 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 112,952,475 shares
Change vs previous 13F -3,632,508 shares
0.86% of the 13F portfolio, value $5,670,300,131.
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: 112,936,510 shares
- Charles Schwab Trust Co: 15,965 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 116,584,983 shares
Change vs previous 13F +5,851,678 shares
0.74% of the 13F portfolio, value $4,748,506,554.
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: 116,570,816 shares
- Charles Schwab Trust Co: 14,167 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 110,733,305 shares
Change vs previous 13F +3,000,493 shares
0.77% of the 13F portfolio, value $4,866,081,498.
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: 110,719,101 shares
- Charles Schwab Trust Co: 14,204 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 107,732,812 shares
Change vs previous 13F -2,145,720 shares
0.8% of the 13F portfolio, value $4,660,818,160.
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: 107,719,685 shares
- Charles Schwab Trust Co: 13,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 109,878,532 shares
Change vs previous 13F +1,164,665 shares
0.93% of the 13F portfolio, value $4,983,774,991.
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: 109,866,405 shares
- Charles Schwab Trust Co: 12,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 108,713,867 shares
Change vs previous 13F +7,424,163 shares
0.8% of the 13F portfolio, value $4,347,467,536.
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: 108,694,230 shares
- Charles Schwab Trust Co: 19,637 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 101,289,704 shares
Change vs previous 13F not available
0.87% of the 13F portfolio, value $4,548,909,739.
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: 101,273,082 shares
- Charles Schwab Trust Co: 16,622 shares
Acceptance time not in the bulk data set (spec §4.2).