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Disclosery

Clearstead Trust, LLC: SCHW position timeline

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

Clearstead Trust, LLC held 13,064 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,064 shares
    Change vs previous 13F -865 shares

    0.16% of the 13F portfolio, value $1,205,370.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, LLC
    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 13,929 shares
    Change vs previous 13F -40 shares

    0.21% of the 13F portfolio, value $1,309,001.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, LLC
    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 13,969 shares
    Change vs previous 13F +12,547 shares

    0.22% of the 13F portfolio, value $1,395,593.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, LLC
    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 1,422 shares
    Change vs previous 13F -108 shares

    0.02% of the 13F portfolio, value $135,711.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, LLC
    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 1,530 shares
    Change vs previous 13F -60 shares

    0.03% of the 13F portfolio, value $139,552.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, LLC
    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 1,590 shares
    Change vs previous 13F +173 shares

    0.03% of the 13F portfolio, value $124,427.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, LLC
    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 1,417 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $104,873.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, LLC
    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 1,417 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $91,836.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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