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Disclosery

Midwest Trust Co: SCHW position timeline

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

Midwest Trust Co held 259,689 SCHW 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 259,689 shares
    Change vs previous 13F -653 shares

    0.27% of the 13F portfolio, value $23,961,518.

    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 260,342 shares
    Change vs previous 13F -2,036 shares

    0.31% of the 13F portfolio, value $24,466,930.

    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 262,378 shares
    Change vs previous 13F -2,779 shares

    0.33% of the 13F portfolio, value $26,214,149.

    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 265,157 shares
    Change vs previous 13F -6,680 shares

    0.33% of the 13F portfolio, value $25,314,577.

    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 271,837 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $24,802,425.

    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).