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Florida Trust Wealth Management Co: SCHW position timeline

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

Florida Trust Wealth Management Co held 47,751 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,751 shares
    Change vs previous 13F -1,630 shares

    0.11% of the 13F portfolio, value $4,405,985.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management 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 49,381 shares
    Change vs previous 13F +12,787 shares

    0.13% of the 13F portfolio, value $4,640,827.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management 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 36,594 shares
    Change vs previous 13F +10,683 shares

    0.1% of the 13F portfolio, value $3,656,106.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management 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 25,911 shares
    Change vs previous 13F +14,963 shares

    0.07% of the 13F portfolio, value $2,473,723.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management 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 10,948 shares
    Change vs previous 13F +7,370 shares

    0.03% of the 13F portfolio, value $998,896.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management 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 3,578 shares
    Change vs previous 13F -1,083 shares

    0.01% of the 13F portfolio, value $280,086.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management 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 4,661 shares
    Change vs previous 13F +1,566 shares

    0.01% of the 13F portfolio, value $344,960.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management 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 3,095 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $200,587.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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