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Disclosery

Midwest Trust Co: SCHD position timeline

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

Midwest Trust Co held 474,504 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 474,504 shares
    Change vs previous 13F +1,229 shares

    0.17% of the 13F portfolio, value $15,046,531.

    13F-HR 0002077080-26-000012 filed by Midwest 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 473,275 shares
    Change vs previous 13F -210,996 shares

    0.18% of the 13F portfolio, value $14,520,068.

    13F-HR 0002077080-26-000009 filed by Midwest 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 684,271 shares
    Change vs previous 13F +161,469 shares

    0.23% of the 13F portfolio, value $18,769,561.

    13F-HR 0002077080-26-000002 filed by Midwest 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 522,802 shares
    Change vs previous 13F -19,768 shares

    0.19% of the 13F portfolio, value $14,272,498.

    13F-HR 0002077080-25-000006 filed by Midwest 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 542,570 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $14,378,115.

    13F-HR 0002077080-25-000004 filed by Midwest Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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