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Disclosery

First National Trust Co: SCHW position timeline

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

First National Trust Co held 97,349 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,349 shares
    Change vs previous 13F -12,693 shares

    0.3% of the 13F portfolio, value $8,982,391.

    13F-HR 0001193125-26-325220 filed by First National 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 110,042 shares
    Change vs previous 13F +16,349 shares

    0.35% of the 13F portfolio, value $10,341,746.

    13F-HR 0001193125-26-210882 filed by First National 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 93,693 shares
    Change vs previous 13F +4,469 shares

    0.31% of the 13F portfolio, value $9,360,867.

    13F-HR 0001193125-26-042071 filed by First National 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 89,224 shares
    Change vs previous 13F +40,257 shares

    0.29% of the 13F portfolio, value $8,518,214.

    13F-HR 0001193125-25-268273 filed by First National 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 48,967 shares
    Change vs previous 13F +3,496 shares

    0.17% of the 13F portfolio, value $4,467,748.

    13F-HR 0000950123-25-006904 filed by First National 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 45,471 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,559,469.

    13F-HR 0000950123-25-004260 filed by First National Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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