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Disclosery

Charles Schwab Trust Co: WM position timeline

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

Charles Schwab Trust Co held 2,348,368 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,348,368 shares
    Change vs previous 13F -2,487 shares

    0.07% of the 13F portfolio, value $523,404,309.

    13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,350,855 shares
    Change vs previous 13F +71,688 shares

    0.08% of the 13F portfolio, value $540,202,937.

    13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    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 2,279,167 shares
    Change vs previous 13F +32,667 shares

    0.08% of the 13F portfolio, value $500,755,782.

    13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,246,500 shares
    Change vs previous 13F +31,582 shares

    0.08% of the 13F portfolio, value $496,094,595.

    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: 2,246,500 shares
    • Charles Schwab Trust Co: 0 shares

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

  5. period ended2025-06-30
    13F 2,214,918 shares
    Change vs previous 13F +31,592 shares

    0.09% of the 13F portfolio, value $506,817,636.

    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: 2,213,486 shares
    • Charles Schwab Trust Co: 1,432 shares

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

  6. period ended2025-03-31
    13F/A 2,183,326 shares
    Change vs previous 13F +31,117 shares

    0.09% of the 13F portfolio, value $505,461,856.

    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: 2,181,924 shares
    • Charles Schwab Trust Co: 1,402 shares

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

  7. period ended2024-12-31
    13F 2,152,209 shares
    Change vs previous 13F +65,203 shares

    0.08% of the 13F portfolio, value $434,294,167.

    13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,087,006 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $433,262,356.

    13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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