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Wilmington Savings Fund Society, FSB: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wilmington Savings Fund Society, FSB on SCHW, newest first. How the timeline and the estimate are built.

Wilmington Savings Fund Society, FSB held 39,757 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,757 shares
    Change vs previous 13F -701 shares

    0.08% of the 13F portfolio, value $3,668,378.

    13F-HR 0000900974-26-000003 filed by Wilmington Savings Fund Society, FSB
    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 40,458 shares
    Change vs previous 13F -4,133 shares

    0.09% of the 13F portfolio, value $3,802,243.

    13F-HR 0000900974-26-000002 filed by Wilmington Savings Fund Society, FSB
    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 44,591 shares
    Change vs previous 13F -865 shares

    0.1% of the 13F portfolio, value $4,455,087.

    13F-HR 0000900974-26-000001 filed by Wilmington Savings Fund Society, FSB
    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/A 45,456 shares
    Change vs previous 13F -28,377 shares

    0.1% of the 13F portfolio, value $4,339,685.

    13F-HR/A 0000900974-25-000010 filed by Wilmington Savings Fund Society, FSB
    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 73,833 shares
    Change vs previous 13F -3,595 shares

    0.12% of the 13F portfolio, value $6,736,522.

    13F-HR 0000900974-25-000004 filed by Wilmington Savings Fund Society, FSB
    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 77,428 shares
    Change vs previous 13F +5,065 shares

    0.11% of the 13F portfolio, value $6,061,063.

    13F-HR 0000900974-25-000003 filed by Wilmington Savings Fund Society, FSB
    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 72,363 shares
    Change vs previous 13F -1,710 shares

    0.1% of the 13F portfolio, value $5,355,586.

    13F-HR 0000900974-25-000002 filed by Wilmington Savings Fund Society, FSB
    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 74,073 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,800,672.

    13F-HR 0000900974-24-000010 filed by Wilmington Savings Fund Society, FSB
    Filed (acceptance time not in the bulk data set), ingested

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