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EQUITABLE TRUST CO: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQUITABLE TRUST CO on SCHD, newest first. How the timeline and the estimate are built.

EQUITABLE TRUST CO held 637,710 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 637,710 shares
    Change vs previous 13F -10,315 shares

    0.84% of the 13F portfolio, value $20,221,785.

    13F-HR 0000033250-26-000003 filed by EQUITABLE 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 ended2026-03-31
    13F 648,025 shares
    Change vs previous 13F -48,212 shares

    0.92% of the 13F portfolio, value $19,881,407.

    13F-HR 0000033250-26-000002 filed by EQUITABLE 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 ended2025-12-31
    13F 696,237 shares
    Change vs previous 13F +5,101 shares

    0.85% of the 13F portfolio, value $19,097,781.

    13F-HR 0000033250-26-000001 filed by EQUITABLE 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 ended2025-09-30
    13F 691,136 shares
    Change vs previous 13F -213,020 shares

    0.87% of the 13F portfolio, value $18,868,013.

    13F-HR 0000033250-25-000005 filed by EQUITABLE 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 ended2025-06-30
    13F 904,156 shares
    Change vs previous 13F -111,061 shares

    1.19% of the 13F portfolio, value $23,960,135.

    13F-HR 0000033250-25-000003 filed by EQUITABLE 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 ended2025-03-31
    13F 1,015,217 shares
    Change vs previous 13F -37,680 shares

    1.57% of the 13F portfolio, value $28,385,467.

    13F-HR 0000033250-25-000002 filed by EQUITABLE 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 ended2024-12-31
    13F 1,052,897 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $28,765,146.

    13F-HR 0000033250-25-000001 filed by EQUITABLE TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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