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Disclosery

Caldwell Trust Co: SCHW position timeline

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

Caldwell Trust Co held 17,940 SCHW 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 17,940 shares
    Change vs previous 13F -2,408 shares

    0.13% of the 13F portfolio, value $1,655,324.

    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 20,348 shares
    Change vs previous 13F +270 shares

    0.17% of the 13F portfolio, value $1,912,305.

    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 20,078 shares
    Change vs previous 13F +72 shares

    0.18% of the 13F portfolio, value $2,005,993.

    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 20,006 shares
    Change vs previous 13F +201 shares

    0.18% of the 13F portfolio, value $1,909,973.

    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 19,805 shares
    Change vs previous 13F +513 shares

    0.18% of the 13F portfolio, value $1,807,008.

    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 19,292 shares
    Change vs previous 13F +966 shares

    0.16% of the 13F portfolio, value $1,510,178.

    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 18,326 shares
    Change vs previous 13F +129 shares

    0.14% of the 13F portfolio, value $1,356,307.

    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 18,197 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,179,348.

    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).