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Disclosery

ESL Trust Services, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ESL Trust Services, LLC on SCHD, newest first. How the timeline and the estimate are built.

ESL Trust Services, LLC held 9,667 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,667 shares
    Change vs previous 13F -2,200 shares

    0.05% of the 13F portfolio, value $306,541.

    13F-HR 0001785545-26-000008 filed by ESL Trust Services, LLC
    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 11,867 shares
    Change vs previous 13F -52,246 shares

    0.07% of the 13F portfolio, value $364,079.

    13F-HR 0001785545-26-000005 filed by ESL Trust Services, LLC
    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 64,113 shares
    Change vs previous 13F -1,584,468 shares

    0.34% of the 13F portfolio, value $1,758,621.

    13F-HR 0001785545-26-000002 filed by ESL Trust Services, LLC
    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 1,648,581 shares
    Change vs previous 13F -159,741 shares

    8.83% of the 13F portfolio, value $45,006,264.

    13F-HR 0001785545-25-000009 filed by ESL Trust Services, LLC
    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 1,808,322 shares
    Change vs previous 13F +47,706 shares

    9.79% of the 13F portfolio, value $47,920,542.

    13F-HR 0001785545-25-000005 filed by ESL Trust Services, LLC
    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 1,760,616 shares
    Change vs previous 13F -132 shares

    11.11% of the 13F portfolio, value $49,226,826.

    13F-HR 0001785545-25-000002 filed by ESL Trust Services, LLC
    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 1,760,748 shares
    Change vs previous 13F +1,173,782 shares

    10.72% of the 13F portfolio, value $48,103,637.

    13F-HR 0001785545-25-000001 filed by ESL Trust Services, LLC
    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 586,966 shares
    Change vs previous 13F not available

    11.24% of the 13F portfolio, value $49,616,240.

    13F-HR 0001785545-24-000006 filed by ESL Trust Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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