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Disclosery

Midwest Trust Co: SCHV position timeline

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

Midwest Trust Co held 1,122,636 SCHV 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 1,122,636 shares
    Change vs previous 13F -15,594 shares

    0.44% of the 13F portfolio, value $39,078,974.

    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 1,138,230 shares
    Change vs previous 13F +41,436 shares

    0.43% of the 13F portfolio, value $34,716,010.

    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 1,096,794 shares
    Change vs previous 13F +174,676 shares

    0.41% of the 13F portfolio, value $32,476,072.

    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 922,118 shares
    Change vs previous 13F -23,337 shares

    0.35% of the 13F portfolio, value $26,842,853.

    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 945,455 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $26,160,754.

    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).