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Disclosery

EQUITABLE TRUST CO: SCHW position timeline

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

EQUITABLE TRUST CO held 10,632 SCHW 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 10,632 shares
    Change vs previous 13F -1,101 shares

    0.04% of the 13F portfolio, value $981,015.

    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 11,733 shares
    Change vs previous 13F +527 shares

    0.05% of the 13F portfolio, value $1,102,668.

    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 11,206 shares
    Change vs previous 13F -1,000 shares

    0.05% of the 13F portfolio, value $1,119,592.

    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 12,206 shares
    Change vs previous 13F -27 shares

    0.05% of the 13F portfolio, value $1,165,306.

    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 12,233 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $1,116,139.

    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 12,233 shares
    Change vs previous 13F -1,271 shares

    0.05% of the 13F portfolio, value $957,599.

    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 13,504 shares
    Change vs previous 13F +11 shares

    0.06% of the 13F portfolio, value $999,431.

    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).

  8. period ended2024-09-30
    13F 13,493 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $874,481.

    13F-HR 0000033250-24-000004 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).