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TRUSTMARK BANK TRUST DEPARTMENT: SCHD position timeline

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

TRUSTMARK BANK TRUST DEPARTMENT held 15,094 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,094 shares
    Change vs previous 13F -9,644 shares

    0.03% of the 13F portfolio, value $478,631.

    13F-HR 0001140361-26-032500 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 24,738 shares
    Change vs previous 13F -5,479 shares

    0.05% of the 13F portfolio, value $758,962.

    13F-HR 0001140361-26-021193 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 30,217 shares
    Change vs previous 13F -1,200 shares

    0.05% of the 13F portfolio, value $828,852.

    13F-HR 0001140361-26-005637 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 31,417 shares
    Change vs previous 13F -4,629 shares

    0.06% of the 13F portfolio, value $857,684.

    13F-HR 0001140361-25-041678 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 36,046 shares
    Change vs previous 13F -9,635 shares

    0.07% of the 13F portfolio, value $955,219.

    13F-HR 0001140361-25-030726 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 45,681 shares
    Change vs previous 13F -1,512 shares

    0.09% of the 13F portfolio, value $1,277,241.

    13F-HR 0001140361-25-018300 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 47,193 shares
    Change vs previous 13F +31,452 shares

    0.1% of the 13F portfolio, value $1,289,313.

    13F-HR 0001140361-25-004218 filed by TRUSTMARK BANK TRUST DEPARTMENT
    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 15,741 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,330,587.

    13F-HR 0001140361-24-045829 filed by TRUSTMARK BANK TRUST DEPARTMENT
    Filed (acceptance time not in the bulk data set), ingested

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