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Disclosery

Heartland Bank & Trust Co: SCHW position timeline

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

Heartland Bank & Trust Co held 7,723 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,723 shares
    Change vs previous 13F -85 shares

    0.15% of the 13F portfolio, value $712,601.

    13F-HR 0001866040-26-000006 filed by Heartland Bank & 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 7,808 shares
    Change vs previous 13F +294 shares

    0.17% of the 13F portfolio, value $733,796.

    13F-HR 0001866040-26-000004 filed by Heartland Bank & 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 7,514 shares
    Change vs previous 13F +1,621 shares

    0.32% of the 13F portfolio, value $750,724.

    13F-HR 0001866040-26-000002 filed by Heartland Bank & 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 5,893 shares
    Change vs previous 13F -64 shares

    0.23% of the 13F portfolio, value $562,605.

    13F-HR 0001866040-25-000010 filed by Heartland Bank & 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 5,957 shares
    Change vs previous 13F -81 shares

    0.25% of the 13F portfolio, value $543,517.

    13F-HR 0001866040-25-000008 filed by Heartland Bank & 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 6,038 shares
    Change vs previous 13F -2,060 shares

    0.24% of the 13F portfolio, value $472,655.

    13F-HR 0001866040-25-000004 filed by Heartland Bank & Trust 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 8,098 shares
    Change vs previous 13F -323 shares

    0.33% of the 13F portfolio, value $599,333.

    13F-HR 0001866040-25-000002 filed by Heartland Bank & Trust 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 8,421 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $545,765.

    13F-HR 0001866040-24-000009 filed by Heartland Bank & Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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