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Disclosery

First Western Trust Bank: SCHW position timeline

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

First Western Trust Bank held 3,703 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,703 shares
    Change vs previous 13F -3,625 shares

    0.02% of the 13F portfolio, value $341,676.

    13F-HR 0001628280-26-050494 filed by First Western Trust Bank
    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 7,328 shares
    Change vs previous 13F -256 shares

    0.03% of the 13F portfolio, value $688,685.

    13F-HR 0001628280-26-034015 filed by First Western Trust Bank
    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 7,584 shares
    Change vs previous 13F -197 shares

    0.04% of the 13F portfolio, value $757,717.

    13F-HR 0001628280-26-007609 filed by First Western Trust Bank
    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 7,781 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $742,852.

    13F-HR 0001628280-25-052137 filed by First Western Trust Bank
    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 7,897 shares
    Change vs previous 13F -134 shares

    0.03% of the 13F portfolio, value $720,522.

    13F-HR 0001513189-25-000018 filed by First Western Trust Bank
    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 8,031 shares
    Change vs previous 13F -1,021 shares

    0.03% of the 13F portfolio, value $628,667.

    13F-HR 0001513189-25-000013 filed by First Western Trust Bank
    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 9,052 shares
    Change vs previous 13F +79 shares

    0.03% of the 13F portfolio, value $669,938.

    13F-HR 0001513189-25-000009 filed by First Western Trust Bank
    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 8,973 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $581,540.

    13F-HR 0001513189-24-000017 filed by First Western Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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