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Disclosery

CoreFirst Bank & Trust: SCHW position timeline

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

CoreFirst Bank & Trust held 782 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 782 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $72,155.

    13F-HR 0001845199-26-000003 filed by CoreFirst Bank & Trust
    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 862 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $81,011.

    13F-HR 0001845199-26-000002 filed by CoreFirst Bank & Trust
    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 862 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $86,122.

    13F-HR 0001845199-26-000001 filed by CoreFirst Bank & Trust
    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 862 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $82,295.

    13F-HR 0001845199-25-000006 filed by CoreFirst Bank & Trust
    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 862 shares
    Change vs previous 13F +862 shares

    0.04% of the 13F portfolio, value $78,649.

    13F-HR 0001845199-25-000004 filed by CoreFirst Bank & Trust
    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 0 shares
    Change vs previous 13F -182 shares

    13F-HR 0001845199-25-000003 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

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

  7. period ended2024-12-31
    13F 182 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $13,470.

    13F-HR 0001845199-25-000002 filed by CoreFirst Bank & Trust
    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 182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $11,795.

    13F-HR 0001845199-25-000001 filed by CoreFirst Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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