Charles Schwab Trust Co: WMT position timeline

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

Charles Schwab Trust Co held 30,524,588 WMT 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 30,524,588 shares
Change vs previous 13F +143,500 shares
0.46% of the 13F portfolio, value $3,457,342,499.
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: 30,500,618 shares
- Charles Schwab Trust Co: 23,970 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 30,381,088 shares
Change vs previous 13F -913,053 shares
0.58% of the 13F portfolio, value $3,776,192,513.
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: 30,358,320 shares
- Charles Schwab Trust Co: 22,768 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 31,294,141 shares
Change vs previous 13F +46,800 shares
0.54% of the 13F portfolio, value $3,486,605,818.
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: 31,269,628 shares
- Charles Schwab Trust Co: 24,513 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 31,247,341 shares
Change vs previous 13F +115,859 shares
0.51% of the 13F portfolio, value $3,220,467,296.
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: 31,224,953 shares
- Charles Schwab Trust Co: 22,388 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 31,131,482 shares
Change vs previous 13F -218,812 shares
0.53% of the 13F portfolio, value $3,044,146,583.
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: 31,110,707 shares
- Charles Schwab Trust Co: 20,775 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 31,350,294 shares
Change vs previous 13F -250,432 shares
0.52% of the 13F portfolio, value $2,752,242,058.
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: 31,330,002 shares
- Charles Schwab Trust Co: 20,292 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 31,600,726 shares
Change vs previous 13F +345,784 shares
0.53% of the 13F portfolio, value $2,855,125,577.
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: 31,581,550 shares
- Charles Schwab Trust Co: 19,176 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 31,254,942 shares
Change vs previous 13F not available
0.48% of the 13F portfolio, value $2,523,836,439.
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: 31,236,769 shares
- Charles Schwab Trust Co: 18,173 shares
Acceptance time not in the bulk data set (spec §4.2).