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HighTower Trust Company, N.A.: SCHD position timeline

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

HighTower Trust Company, N.A. held 59,515 SCHD shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 59,515 shares
    Change vs previous 13F +3,147 shares

    0.42% of the 13F portfolio, value $4,282,700.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 56,368 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $4,223,091.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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