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Disclosery

Citizens Business Bank: SCHW position timeline

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

Citizens Business Bank held 67,276 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 67,276 shares
    Change vs previous 13F -2,644 shares

    0.93% of the 13F portfolio, value $6,207,560.

    13F-HR 0001948632-26-000003 filed by Citizens Business 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 69,920 shares
    Change vs previous 13F -1,171 shares

    1.08% of the 13F portfolio, value $6,571,084.

    13F-HR 0001948632-26-000002 filed by Citizens Business 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 71,091 shares
    Change vs previous 13F +926 shares

    1.17% of the 13F portfolio, value $7,102,706.

    13F-HR 0001948632-26-000001 filed by Citizens Business 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 70,165 shares
    Change vs previous 13F +1,050 shares

    1.12% of the 13F portfolio, value $6,698,659.

    13F-HR 0001948632-25-000002 filed by Citizens Business 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 69,115 shares
    Change vs previous 13F +2,160 shares

    1.23% of the 13F portfolio, value $6,306,045.

    13F-HR 0001085146-25-004241 filed by Citizens Business 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 66,955 shares
    Change vs previous 13F -27,451 shares

    1.14% of the 13F portfolio, value $5,241,236.

    13F-HR 0001085146-25-003077 filed by Citizens Business 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 94,406 shares
    Change vs previous 13F +29,458 shares

    1.31% of the 13F portfolio, value $6,986,986.

    13F-HR 0001085146-25-001485 filed by Citizens Business 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/A 64,948 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $4,209,280.

    13F-HR/A 0001085146-24-005990 filed by Citizens Business Bank
    Filed (acceptance time not in the bulk data set), ingested

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