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Disclosery

PRIVATE TRUST CO NA: SCHF position timeline

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

PRIVATE TRUST CO NA held 18,636 SCHF 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 18,636 shares
    Change vs previous 13F -253 shares

    0.04% of the 13F portfolio, value $516,217.

    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 18,889 shares
    Change vs previous 13F -1,628 shares

    0.04% of the 13F portfolio, value $467,503.

    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 20,517 shares
    Change vs previous 13F -1,438 shares

    0.04% of the 13F portfolio, value $493,229.

    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 21,955 shares
    Change vs previous 13F -502 shares

    0.05% of the 13F portfolio, value $511,112.

    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 22,457 shares
    Change vs previous 13F +6,394 shares

    0.05% of the 13F portfolio, value $496,300.

    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 16,063 shares
    Change vs previous 13F -7,205 shares

    0.03% of the 13F portfolio, value $317,726.

    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 23,268 shares
    Change vs previous 13F +13,013 shares

    0.04% of the 13F portfolio, value $430,458.

    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 10,255 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $421,686.

    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).