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New Covenant Trust Company, N.A.: SCHW position timeline

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

New Covenant Trust Company, N.A. held 2,557 SCHW shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,557 shares
    Change vs previous 13F +318 shares

    0.17% of the 13F portfolio, value $249,921.

    13F-HR 0001214659-26-012675 filed by New Covenant Trust Company, N.A.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,239 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $206,593.

    13F-HR 0001214659-26-008495 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).