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Disclosery

Enterprise Bank & Trust Co: SCHW position timeline

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

Enterprise Bank & Trust Co held 12,006 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-07.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,006 shares
    Change vs previous 13F +410 shares

    0.41% of the 13F portfolio, value $1,095,427.

    13F-HR 0001770710-25-000003 filed by Enterprise Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 11,596 shares
    Change vs previous 13F +383 shares

    0.35% of the 13F portfolio, value $907,735.

    13F-HR 0001770710-25-000002 filed by Enterprise Bank & 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 ended2024-12-31
    13F 11,213 shares
    Change vs previous 13F +1,231 shares

    0.27% of the 13F portfolio, value $829,874.

    13F-HR 0001770710-25-000001 filed by Enterprise Bank & 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 ended2024-09-30
    13F 9,982 shares
    Change vs previous 13F -158 shares

    0.21% of the 13F portfolio, value $646,933.

    13F-HR 0001770710-24-000004 filed by Enterprise Bank & 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 ended2024-06-30
    13F 10,140 shares
    Change vs previous 13F +1,013 shares

    0.26% of the 13F portfolio, value $747,217.

    13F-HR 0001770710-24-000003 filed by Enterprise Bank & 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 ended2024-03-31
    13F 9,127 shares
    Change vs previous 13F -655 shares

    0.23% of the 13F portfolio, value $660,247.

    13F-HR 0001770710-24-000002 filed by Enterprise Bank & 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 ended2023-12-31
    13F 9,782 shares
    Change vs previous 13F +207 shares

    0.24% of the 13F portfolio, value $673,002.

    13F-HR 0001770710-24-000001 filed by Enterprise Bank & 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 ended2023-09-30
    13F 9,575 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $525,668.

    13F-HR 0001770710-23-000004 filed by Enterprise Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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