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Global Trust Asset Management, LLC: SCHD position timeline

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

Global Trust Asset Management, LLC held 11,030 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,030 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $349,761.

    13F-HR 0001398344-26-013295 filed by Global Trust Asset Management, 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 11,180 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $343,002.

    13F-HR 0001398344-26-006956 filed by Global Trust Asset Management, 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 11,180 shares
    Change vs previous 13F -1,235 shares

    0.12% of the 13F portfolio, value $306,667.

    13F-HR 0001398344-26-000855 filed by Global Trust Asset Management, 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 12,415 shares
    Change vs previous 13F -1,050 shares

    0.15% of the 13F portfolio, value $338,924.

    13F-HR 0001398344-25-019886 filed by Global Trust Asset Management, 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 13,465 shares
    Change vs previous 13F +5,840 shares

    0.19% of the 13F portfolio, value $356,817.

    13F-HR 0001398344-25-013254 filed by Global Trust Asset Management, 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 7,625 shares
    Change vs previous 13F +5,340 shares

    0.13% of the 13F portfolio, value $213,189.

    13F-HR 0001398344-25-007282 filed by Global Trust Asset Management, 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 2,285 shares
    Change vs previous 13F +1,523 shares

    0.02% of the 13F portfolio, value $62,420.

    13F-HR 0001398344-25-000775 filed by Global Trust Asset Management, 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 762 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $64,394.

    13F-HR 0001398344-24-019209 filed by Global Trust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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