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Disclosery

Sandy Spring Bank: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandy Spring Bank on SCHW, newest first. How the timeline and the estimate are built.

Sandy Spring Bank held 120,818 SCHW shares at 2025-03-31 per its 13F-HR filed 2025-05-12.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 120,818 shares
    Change vs previous 13F -1,295 shares

    0.4% of the 13F portfolio, value $9,457,658.

    13F-HR 0001104659-25-047269 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 122,113 shares
    Change vs previous 13F -5,321 shares

    0.37% of the 13F portfolio, value $9,037,607.

    13F-HR 0001104659-25-011212 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 127,434 shares
    Change vs previous 13F -5,581 shares

    0.34% of the 13F portfolio, value $8,259,018.

    13F-HR 0001104659-24-111312 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 133,015 shares
    Change vs previous 13F -4,888 shares

    0.43% of the 13F portfolio, value $9,801,899.

    13F-HR 0001104659-24-086115 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 137,903 shares
    Change vs previous 13F -5,020 shares

    0.45% of the 13F portfolio, value $9,975,963.

    13F-HR 0001104659-24-058460 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 142,923 shares
    Change vs previous 13F +981 shares

    0.49% of the 13F portfolio, value $9,833,112.

    13F-HR 0001104659-24-007169 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 141,942 shares
    Change vs previous 13F +2,911 shares

    0.43% of the 13F portfolio, value $7,792,573.

    13F-HR 0001104659-23-112435 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 139,031 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,880,301.

    13F-HR 0001104659-23-087797 filed by Sandy Spring Bank
    Filed (acceptance time not in the bulk data set), ingested

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