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Disclosery

Coastline Trust Co: SCHW position timeline

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

Coastline Trust Co held 24,620 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,620 shares
    Change vs previous 13F -1,801 shares

    0.22% of the 13F portfolio, value $2,406,359.

    13F-HR 0001062993-26-005136 filed by Coastline Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,421 shares
    Change vs previous 13F -77 shares

    0.22% of the 13F portfolio, value $2,437,866.

    13F-HR 0001062993-26-004405 filed by Coastline 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 ended2026-03-31
    13F 26,498 shares
    Change vs previous 13F -3,532 shares

    0.25% of the 13F portfolio, value $2,490,282.

    13F-HR 0001062993-26-001837 filed by Coastline 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 ended2025-12-31
    13F 30,030 shares
    Change vs previous 13F -270 shares

    0.28% of the 13F portfolio, value $3,000,297.

    13F-HR 0001062993-26-000031 filed by Coastline 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 ended2025-09-30
    13F 30,300 shares
    Change vs previous 13F -689 shares

    0.31% of the 13F portfolio, value $2,892,741.

    13F-HR 0001062993-25-016236 filed by Coastline 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 ended2025-06-30
    13F 30,989 shares
    Change vs previous 13F -46 shares

    0.32% of the 13F portfolio, value $2,827,436.

    13F-HR 0001062993-25-012930 filed by Coastline 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 ended2025-03-31
    13F 31,035 shares
    Change vs previous 13F +157 shares

    0.3% of the 13F portfolio, value $2,429,420.

    13F-HR 0001062993-25-008106 filed by Coastline 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 ended2024-12-31
    13F 30,878 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,285,281.

    13F-HR 0001062993-25-002286 filed by Coastline Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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