Broadcom Inc.
DE ˙ XTRA ˙ US11135F1012
338,15 € ↓ -26,35 (-7,23%)
2026-06-05
DEL PRIS
SecurityDE:1YD / Broadcom Inc.
InstitutionCharles Schwab Trust Co
Latest Disclosed Ownership21,780 shares
Latest Disclosed Value $ 6,741,128
Charles Schwab Trust Co reports 10.81% decrease in ownership of 1YD / Broadcom Inc.

On April 10, 2026 - Charles Schwab Trust Co filed a 13F-HR form disclosing ownership of 21,780 shares of Broadcom Inc. (DE:1YD) valued at $5,747,742 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 24,419 shares of Broadcom Inc.. This represents a change in shares of -10.81% during the quarter. The current value of the position is $7,364,907 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F BROADCOM COM 11135F101 21,780 -2,639 -10.81 6,741 -20.23 0.4371
2026-01-09 2025-12-31 13F BROADCOM COM 11135F101 24,419 -2,094 -7.90 8,451 -3.37 0.5554
2025-10-10 2025-09-30 13F BROADCOM COM 11135F101 26,513 375 1.43 8,747 21.40 0.5938
2025-07-17 2025-06-30 13F BROADCOM COM 11135F101 26,138 159 0.61 7,205 65.65 0.5407
2025-04-10 2025-03-31 13F BROADCOM COM 11135F101 25,979 -831 -3.10 4,350 -30.02 0.3643
2025-01-16 2024-12-31 13F BROADCOM COM 11135F101 26,810 1,720 6.86 6,216 43.60 0.5338
2024-10-09 2024-09-30 13F BROADCOM COM 11135F101 25,090 22,562 892.48 4,328 6.65 0.3736
2024-07-18 2024-06-30 13F BROADCOM COM 11135F101 2,528 101 4.16 4,059 26.18 0.3756
2024-04-12 2024-03-31 13F BROADCOM COM 11135F101 2,427 -2,762 -53.23 3,217 -44.48 0.3045
2024-01-10 2023-12-31 13F BROADCOM COM 11135F101 5,189 2,735 111.45 5,793 184.20 0.5707
2023-10-19 2023-09-30 13F BROADCOM COM 11135F101 2,454 -6 -0.24 2,038 2.57 0.2296
2023-07-24 2023-06-30 13F BROADCOM COM 11135F101 2,460 17 0.70 1,988 26.80 0.2396
2023-04-11 2023-03-31 13F BROADCOM COM 11135F101 2,443 213 9.55 1,567 25.76 0.1893
2023-01-26 2022-12-31 13F BROADCOM COM 11135F101 2,230 0 0.00 1,247 25.86 0.1642
2022-10-19 2022-09-30 13F BROADCOM COM 11135F101 2,230 -40 -1.76 990 -10.24 0.1665
2022-07-22 2022-06-30 13F BROADCOM COM 11135F101 2,270 97 4.46 1,103 -19.37 0.2283
2022-04-14 2022-03-31 13F BROADCOM COM 11135F101 2,173 30 1.40 1,368 -4.07 0.2398
2022-01-14 2021-12-31 13F BROADCOM COM 11135F101 2,143 0 0.00 1,426 37.25 0.2315
2021-10-08 2021-09-30 13F BROADCOM COM 11135F101 2,143 0 0.00 1,039 1.66 0.2043
2021-08-04 2021-06-30 13F BROADCOM COM 11135F101 2,143 -32 -1.47 1,022 -1.26 0.2011
2021-04-14 2021-03-31 13F BROADCOM COM 11135F101 2,175 12 0.55 1,035 9.29 0.2145
2021-01-14 2020-12-31 13F BROADCOM COM 11135F101 2,163 -3 -0.14 947 20.03 0.2271
2020-10-30 2020-09-30 13F BROADCOM COM 11135F101 2,166 44 2.07 789 17.94 0.2423
2020-07-28 2020-06-30 13F BROADCOM COM 11135F101 2,122 2,122 669 0.2225
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.