CHICAGO TRUST Co NA: SCHW position timeline

CHICAGO TRUST Co NA held 0 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 0 shares

   Change vs previous 13F -4,193 shares

   13F-HR 0001601539-26-000008 filed by CHICAGO TRUST Co NA
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

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

2. period ended2026-03-31

   13F 4,193 shares

   Change vs previous 13F +577 shares

   0.06% of the 13F portfolio, value $394,057.

   13F-HR 0001601539-26-000006 filed by CHICAGO TRUST Co NA
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,616 shares

   Change vs previous 13F -349 shares

   0.06% of the 13F portfolio, value $361,273.

   13F-HR 0001601539-26-000002 filed by CHICAGO TRUST Co NA
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,965 shares

   Change vs previous 13F +684 shares

   0.05% of the 13F portfolio, value $378,538.

   13F-HR 0001601539-25-000010 filed by CHICAGO TRUST Co NA
   Filed 2025-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,281 shares

   Change vs previous 13F +3,281 shares

   0.04% of the 13F portfolio, value $299,357.

   13F-HR 0001601539-25-000007 filed by CHICAGO TRUST Co NA
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -3,353 shares

   13F-HR 0001601539-25-000002 filed by CHICAGO TRUST Co NA
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

7. period ended2024-09-30

   13F 3,353 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $217,307.

   13F-HR 0001601539-24-000010 filed by CHICAGO TRUST Co NA
   Filed 2024-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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