Skip to content
Disclosery

American Trust: SCHX position timeline

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

American Trust held 20,194 SCHX 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 20,194 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $594,309.

    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 20,194 shares
    Change vs previous 13F -6,086 shares

    0.05% of the 13F portfolio, value $517,774.

    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 26,280 shares
    Change vs previous 13F -13,085 shares

    0.06% of the 13F portfolio, value $707,195.

    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 39,365 shares
    Change vs previous 13F +39,365 shares

    0.09% of the 13F portfolio, value $1,036,874.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -2,414,240 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 2,414,240 shares
    Change vs previous 13F +1,478,913 shares

    4.26% of the 13F portfolio, value $55,962,083.

    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).

  7. period ended2024-09-30
    13F 935,327 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $63,461,937.

    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).