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Disclosery

Trust Co: SCHD position timeline

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

Trust Co held 70,041 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,041 shares
    Change vs previous 13F +30,687 shares

    0.2% of the 13F portfolio, value $2,278,441.

    13F-HR 0001632554-26-000021 filed by Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 39,354 shares
    Change vs previous 13F +7,954 shares

    0.11% of the 13F portfolio, value $1,247,906.

    13F-HR 0001632554-26-000007 filed by 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 ended2026-03-31
    13F 31,400 shares
    Change vs previous 13F +5,855 shares

    0.09% of the 13F portfolio, value $963,346.

    13F-HR 0001632554-26-000004 filed by 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 ended2025-12-31
    13F 25,545 shares
    Change vs previous 13F +16,913 shares

    0.07% of the 13F portfolio, value $700,713.

    13F-HR 0001632554-26-000002 filed by 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 ended2025-09-30
    13F 8,632 shares
    Change vs previous 13F -7,945 shares

    0.02% of the 13F portfolio, value $235,663.

    13F-HR 0001632554-25-000013 filed by 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 ended2025-06-30
    13F 16,577 shares
    Change vs previous 13F -122,090 shares

    0.05% of the 13F portfolio, value $439,300.

    13F-HR 0001632554-25-000009 filed by 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 ended2025-03-31
    13F 138,667 shares
    Change vs previous 13F +10,290 shares

    0.46% of the 13F portfolio, value $3,877,018.

    13F-HR 0001632554-25-000005 filed by 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 ended2024-12-31
    13F 128,377 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,507,189.

    13F-HR 0001632554-25-000003 filed by Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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