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Disclosery

Iowa State Bank: SCHW position timeline

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

Iowa State Bank held 30,610 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 30,610 shares
    Change vs previous 13F +511 shares

    0.51% of the 13F portfolio, value $2,991,821.

    13F-HR 0001546967-26-000005 filed by Iowa State Bank
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,099 shares
    Change vs previous 13F -152 shares

    0.46% of the 13F portfolio, value $2,777,235.

    13F-HR 0001546967-26-000003 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 30,251 shares
    Change vs previous 13F -15 shares

    0.52% of the 13F portfolio, value $2,842,989.

    13F-HR 0001546967-26-000002 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 30,266 shares
    Change vs previous 13F +360 shares

    0.57% of the 13F portfolio, value $3,023,876.

    13F-HR 0001546967-26-000001 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 29,906 shares
    Change vs previous 13F -509 shares

    0.54% of the 13F portfolio, value $2,855,126.

    13F-HR 0001546967-25-000007 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,415 shares
    Change vs previous 13F +150 shares

    0.55% of the 13F portfolio, value $2,775,065.

    13F-HR 0001546967-25-000006 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 30,265 shares
    Change vs previous 13F +405 shares

    0.5% of the 13F portfolio, value $2,369,144.

    13F-HR 0001546967-25-000003 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 29,860 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,209,939.

    13F-HR 0001546967-25-000001 filed by Iowa State Bank
    Filed (acceptance time not in the bulk data set), ingested

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