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MassMutual Private Wealth & Trust, FSB: SCHW position timeline

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

MassMutual Private Wealth & Trust, FSB held 7,063 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,063 shares
    Change vs previous 13F -419 shares

    0.02% of the 13F portfolio, value $690,338.

    13F-HR 0001193125-26-413053 filed by MassMutual Private Wealth & Trust, FSB
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,482 shares
    Change vs previous 13F -540 shares

    0.02% of the 13F portfolio, value $690,364.

    13F-HR 0001193125-26-293910 filed by MassMutual Private Wealth & Trust, FSB
    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 8,022 shares
    Change vs previous 13F -255 shares

    0.02% of the 13F portfolio, value $753,908.

    13F-HR 0001193125-26-152544 filed by MassMutual Private Wealth & Trust, FSB
    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 8,277 shares
    Change vs previous 13F +253 shares

    0.02% of the 13F portfolio, value $826,955.

    13F-HR 0001193125-26-006210 filed by MassMutual Private Wealth & Trust, FSB
    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 8,024 shares
    Change vs previous 13F +1,488 shares

    0.02% of the 13F portfolio, value $766,051.

    13F-HR 0001193125-25-246783 filed by MassMutual Private Wealth & Trust, FSB
    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 6,536 shares
    Change vs previous 13F +460 shares

    0.02% of the 13F portfolio, value $596,345.

    13F-HR 0000950123-25-006218 filed by MassMutual Private Wealth & Trust, FSB
    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 6,076 shares
    Change vs previous 13F +652 shares

    0.01% of the 13F portfolio, value $475,629.

    13F-HR 0000950123-25-003277 filed by MassMutual Private Wealth & Trust, FSB
    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 5,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $401,430.

    13F-HR 0000950123-25-000326 filed by MassMutual Private Wealth & Trust, FSB
    Filed (acceptance time not in the bulk data set), ingested

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