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Disclosery

AMG National Trust Bank: SCHX position timeline

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

AMG National Trust Bank held 68,779 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,779 shares
    Change vs previous 13F +52 shares

    0.04% of the 13F portfolio, value $2,024,157.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 68,727 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $1,762,158.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 68,669 shares
    Change vs previous 13F +1,058 shares

    0.04% of the 13F portfolio, value $1,847,896.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 67,611 shares
    Change vs previous 13F +55 shares

    0.04% of the 13F portfolio, value $1,780,863.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 67,556 shares
    Change vs previous 13F +58 shares

    0.04% of the 13F portfolio, value $1,651,070.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 67,498 shares
    Change vs previous 13F +59 shares

    0.04% of the 13F portfolio, value $1,490,365.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 67,439 shares
    Change vs previous 13F +44,610 shares

    0.04% of the 13F portfolio, value $1,563,225.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 22,829 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,548,915.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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