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Disclosery

PRIVATE TRUST CO NA: SCHG position timeline

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

PRIVATE TRUST CO NA held 19,446 SCHG 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 19,446 shares
    Change vs previous 13F +6,924 shares

    0.05% of the 13F portfolio, value $658,044.

    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 12,522 shares
    Change vs previous 13F -6,007 shares

    0.03% of the 13F portfolio, value $364,779.

    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 18,529 shares
    Change vs previous 13F +7,875 shares

    0.05% of the 13F portfolio, value $604,419.

    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 10,654 shares
    Change vs previous 13F -7,701 shares

    0.03% of the 13F portfolio, value $339,964.

    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 18,355 shares
    Change vs previous 13F -11,782 shares

    0.05% of the 13F portfolio, value $536,137.

    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 30,137 shares
    Change vs previous 13F +8,971 shares

    0.08% of the 13F portfolio, value $754,620.

    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 21,166 shares
    Change vs previous 13F +15,614 shares

    0.06% of the 13F portfolio, value $589,884.

    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 5,552 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $578,396.

    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).