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St. Louis Trust Co: SCHX position timeline

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

St. Louis Trust Co held 1,328,539 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,328,539 shares
    Change vs previous 13F +4,178 shares

    0.8% of the 13F portfolio, value $6,613,252.

    13F-HR 0001661144-26-000005 filed by St. Louis 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 1,324,361 shares
    Change vs previous 13F +27,066 shares

    3.96% of the 13F portfolio, value $33,956,616.

    13F-HR 0001661144-26-000003 filed by St. Louis 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 1,297,295 shares
    Change vs previous 13F 0 shares

    4% of the 13F portfolio, value $34,910,208.

    13F-HR 0001661144-26-000002 filed by St. Louis 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 1,297,295 shares
    Change vs previous 13F 0 shares

    4.26% of the 13F portfolio, value $34,170,750.

    13F-HR 0001661144-25-000004 filed by St. Louis 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 1,297,295 shares
    Change vs previous 13F +244,304 shares

    4.22% of the 13F portfolio, value $31,705,889.

    13F-HR 0001085146-25-004171 filed by St. Louis 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 1,052,991 shares
    Change vs previous 13F -14,575 shares

    3.37% of the 13F portfolio, value $23,250,041.

    13F-HR 0001085146-25-002595 filed by St. Louis 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 1,067,566 shares
    Change vs previous 13F +711,921 shares

    3.54% of the 13F portfolio, value $24,746,180.

    13F-HR 0001085146-25-000914 filed by St. Louis 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 355,645 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $24,130,513.

    13F-HR 0001085146-24-005436 filed by St. Louis Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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