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Disclosery

Perkins Coie Trust Co: SCHW position timeline

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

Perkins Coie Trust Co held 56,704 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,704 shares
    Change vs previous 13F -1,009 shares

    0.87% of the 13F portfolio, value $5,231,974.

    13F-HR 0001513038-26-000004 filed by Perkins Coie 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 57,713 shares
    Change vs previous 13F -511 shares

    1.04% of the 13F portfolio, value $5,423,765.

    13F-HR 0001513038-26-000002 filed by Perkins Coie 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 58,224 shares
    Change vs previous 13F -2,837 shares

    1.08% of the 13F portfolio, value $5,817,074.

    13F-HR 0001513038-26-000001 filed by Perkins Coie 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 61,061 shares
    Change vs previous 13F +3,612 shares

    1.1% of the 13F portfolio, value $5,829,407.

    13F-HR 0001513038-25-000008 filed by Perkins Coie 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 57,449 shares
    Change vs previous 13F -9,097 shares

    0.89% of the 13F portfolio, value $5,241,559.

    13F-HR 0001513038-25-000005 filed by Perkins Coie Trust Co
    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 66,546 shares
    Change vs previous 13F -370 shares

    1.18% of the 13F portfolio, value $5,209,133.

    13F-HR 0001513038-25-000002 filed by Perkins Coie Trust Co
    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 66,916 shares
    Change vs previous 13F -279 shares

    1.09% of the 13F portfolio, value $4,952,364.

    13F-HR 0001513038-25-000001 filed by Perkins Coie Trust Co
    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 67,195 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,354,819.

    13F-HR 0001513038-24-000004 filed by Perkins Coie Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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