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Disclosery

National Philanthropic Trust: SCHW position timeline

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

National Philanthropic Trust held 63,328 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,328 shares
    Change vs previous 13F -460 shares

    0.08% of the 13F portfolio, value $5,843,275.

    13F-HR 0001193805-26-001094 filed by National Philanthropic Trust
    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 63,788 shares
    Change vs previous 13F -18,601 shares

    0.06% of the 13F portfolio, value $5,994,796.

    13F-HR 0001193805-26-000629 filed by National Philanthropic Trust
    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 82,389 shares
    Change vs previous 13F -18,921 shares

    0.08% of the 13F portfolio, value $8,231,485.

    13F-HR 0001193805-26-000630 filed by National Philanthropic Trust
    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 101,310 shares
    Change vs previous 13F +888 shares

    0.11% of the 13F portfolio, value $9,672,066.

    13F-HR 0001193805-26-000631 filed by National Philanthropic Trust
    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 100,422 shares
    Change vs previous 13F -857 shares

    0.12% of the 13F portfolio, value $9,162,503.

    13F-HR 0001193805-26-000632 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 101,279 shares
    Change vs previous 13F -61,587 shares

    0.13% of the 13F portfolio, value $7,928,120.

    13F-HR 0001193805-26-000634 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 162,866 shares
    Change vs previous 13F +13,816 shares

    0.17% of the 13F portfolio, value $12,053,713.

    13F-HR 0001193805-26-000635 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 149,050 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,659,931.

    13F-HR 0001193805-26-000637 filed by National Philanthropic Trust
    Filed (acceptance time not in the bulk data set), ingested

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