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Disclosery

Smithfield Trust Co: SCHD position timeline

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

Smithfield Trust Co held 175,493 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,493 shares
    Change vs previous 13F -4,390 shares

    0.22% of the 13F portfolio, value $5,562,000.

    13F-HR 0001019754-26-000003 filed by Smithfield Trust Co
    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 179,883 shares
    Change vs previous 13F -3,058 shares

    0.24% of the 13F portfolio, value $5,515,000.

    13F-HR 0001019754-26-000002 filed by Smithfield Trust Co
    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 182,941 shares
    Change vs previous 13F -4,031 shares

    0.22% of the 13F portfolio, value $5,019,000.

    13F-HR 0001019754-26-000001 filed by Smithfield Trust Co
    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 186,972 shares
    Change vs previous 13F +713 shares

    0.23% of the 13F portfolio, value $5,101,000.

    13F-HR 0001019754-25-000006 filed by Smithfield Trust Co
    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 186,259 shares
    Change vs previous 13F +25,349 shares

    0.23% of the 13F portfolio, value $4,933,000.

    13F-HR 0001019754-25-000003 filed by Smithfield Trust Co
    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 160,910 shares
    Change vs previous 13F +9,161 shares

    0.23% of the 13F portfolio, value $4,502,000.

    13F-HR 0001019754-25-000002 filed by Smithfield Trust Co
    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 151,749 shares
    Change vs previous 13F +101,166 shares

    0.21% of the 13F portfolio, value $4,143,000.

    13F-HR 0001019754-25-000001 filed by Smithfield Trust Co
    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 50,583 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,276,000.

    13F-HR 0001019754-24-000006 filed by Smithfield Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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