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Disclosery

Citizens National Bank Trust Department: SCHW position timeline

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

Citizens National Bank Trust Department held 10,382 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,382 shares
    Change vs previous 13F +217 shares

    0.14% of the 13F portfolio, value $957,947.

    13F-HR 0001806425-26-000003 filed by Citizens National Bank Trust Department
    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 10,165 shares
    Change vs previous 13F +2,655 shares

    0.16% of the 13F portfolio, value $955,307.

    13F-HR 0001806425-26-000002 filed by Citizens National Bank Trust Department
    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 7,510 shares
    Change vs previous 13F -275 shares

    0.13% of the 13F portfolio, value $750,324.

    13F-HR 0001806425-26-000001 filed by Citizens National Bank Trust Department
    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 7,785 shares
    Change vs previous 13F -280 shares

    0.13% of the 13F portfolio, value $743,234.

    13F-HR 0001806425-25-000005 filed by Citizens National Bank Trust Department
    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 8,065 shares
    Change vs previous 13F -560 shares

    0.15% of the 13F portfolio, value $735,851.

    13F-HR 0001806425-25-000004 filed by Citizens National Bank Trust Department
    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 8,625 shares
    Change vs previous 13F +100 shares

    0.14% of the 13F portfolio, value $675,165.

    13F-HR 0001806425-25-000003 filed by Citizens National Bank Trust Department
    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 8,525 shares
    Change vs previous 13F -930 shares

    0.13% of the 13F portfolio, value $630,935.

    13F-HR 0001806425-25-000001 filed by Citizens National Bank Trust Department
    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 9,455 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $612,779.

    13F-HR 0001806425-24-000004 filed by Citizens National Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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