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Disclosery

PRIVATE TRUST CO NA: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE TRUST CO NA on SCHD, newest first. How the timeline and the estimate are built.

PRIVATE TRUST CO NA held 51,489 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,489 shares
    Change vs previous 13F +2,668 shares

    0.13% of the 13F portfolio, value $1,632,727.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    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 48,821 shares
    Change vs previous 13F -8,925 shares

    0.13% of the 13F portfolio, value $1,497,833.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    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 57,746 shares
    Change vs previous 13F -10,761 shares

    0.14% of the 13F portfolio, value $1,583,968.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    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 68,507 shares
    Change vs previous 13F -1,964 shares

    0.16% of the 13F portfolio, value $1,870,241.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    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 70,471 shares
    Change vs previous 13F -8,352 shares

    0.18% of the 13F portfolio, value $1,867,480.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 78,823 shares
    Change vs previous 13F +160 shares

    0.23% of the 13F portfolio, value $2,203,895.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 78,663 shares
    Change vs previous 13F +52,425 shares

    0.22% of the 13F portfolio, value $2,149,073.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    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 26,238 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,217,898.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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