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Disclosery

Caldwell Trust Co: SCHD position timeline

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

Caldwell Trust Co held 92,706 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,706 shares
    Change vs previous 13F +4,164 shares

    0.24% of the 13F portfolio, value $2,939,707.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 88,542 shares
    Change vs previous 13F -3,536 shares

    0.24% of the 13F portfolio, value $2,716,469.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 92,078 shares
    Change vs previous 13F +2,967 shares

    0.22% of the 13F portfolio, value $2,525,700.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 89,111 shares
    Change vs previous 13F -493 shares

    0.23% of the 13F portfolio, value $2,432,730.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 89,604 shares
    Change vs previous 13F -1,486 shares

    0.24% of the 13F portfolio, value $2,374,506.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 91,090 shares
    Change vs previous 13F +1,559 shares

    0.27% of the 13F portfolio, value $2,546,876.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 89,531 shares
    Change vs previous 13F +58,226 shares

    0.26% of the 13F portfolio, value $2,445,987.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 31,305 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,646,212.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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