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Disclosery

American Trust: SCHW position timeline

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

American Trust held 34,292 SCHW 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 34,292 shares
    Change vs previous 13F -3,170 shares

    0.24% of the 13F portfolio, value $3,164,123.

    13F-HR 0001905128-26-000005 filed by American Trust
    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 37,462 shares
    Change vs previous 13F -6,008 shares

    0.31% of the 13F portfolio, value $3,520,679.

    13F-HR 0001905128-26-000004 filed by American Trust
    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 43,470 shares
    Change vs previous 13F -500 shares

    0.37% of the 13F portfolio, value $4,343,088.

    13F-HR 0001905128-26-000002 filed by American Trust
    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 43,970 shares
    Change vs previous 13F -838 shares

    0.35% of the 13F portfolio, value $4,197,816.

    13F-HR 0001905128-25-000010 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,808 shares
    Change vs previous 13F +2,006 shares

    0.39% of the 13F portfolio, value $4,088,282.

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 42,802 shares
    Change vs previous 13F +1,023 shares

    0.83% of the 13F portfolio, value $3,350,541.

    13F-HR 0001905128-25-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 41,779 shares
    Change vs previous 13F -1,559 shares

    0.24% of the 13F portfolio, value $3,092,064.

    13F-HR 0001905128-25-000002 filed by American Trust
    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 43,338 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,808,736.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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