Charles Schwab Trust Co: WDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Charles Schwab Trust Co on WDC, newest first. How the timeline and the estimate are built.
Charles Schwab Trust Co held 2,132,395 WDC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 2,132,395 sharesChange vs previous 13F -74,546 shares
0.18% of the 13F portfolio, value $1,362,003,335.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,206,941 sharesChange vs previous 13F -59,768 shares
0.09% of the 13F portfolio, value $596,955,471.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,266,709 sharesChange vs previous 13F -99,165 shares
0.06% of the 13F portfolio, value $390,485,959.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,365,874 sharesChange vs previous 13F -60,887 shares
0.05% of the 13F portfolio, value $284,046,832.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,426,761 sharesChange vs previous 13F +58,752 shares
0.03% of the 13F portfolio, value $155,288,436.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,368,009 sharesChange vs previous 13F -9,352 shares
0.02% of the 13F portfolio, value $95,738,604.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,377,361 sharesChange vs previous 13F +119,168 shares
0.03% of the 13F portfolio, value $141,762,062.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,258,193 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $154,212,029.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).