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Disclosery

Fiduciary Trust Co: SCHB position timeline

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

Fiduciary Trust Co held 369,042 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 369,042 shares
    Change vs previous 13F -1,145 shares

    0.12% of the 13F portfolio, value $10,687,456.

    13F-HR 0001140361-26-032703 filed by Fiduciary 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 370,187 shares
    Change vs previous 13F -5,448 shares

    0.11% of the 13F portfolio, value $9,291,694.

    13F-HR 0001140361-26-021427 filed by Fiduciary 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 375,635 shares
    Change vs previous 13F -120 shares

    0.11% of the 13F portfolio, value $9,852,906.

    13F-HR 0001140361-26-005347 filed by Fiduciary 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 375,755 shares
    Change vs previous 13F -9,815 shares

    0.11% of the 13F portfolio, value $9,660,661.

    13F-HR 0001140361-25-042195 filed by Fiduciary 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 385,570 shares
    Change vs previous 13F +5,384 shares

    0.11% of the 13F portfolio, value $9,188,133.

    13F-HR 0001140361-25-030927 filed by Fiduciary 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 380,186 shares
    Change vs previous 13F +16,829 shares

    0.11% of the 13F portfolio, value $8,185,405.

    13F-HR 0001140361-25-019049 filed by Fiduciary 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 363,357 shares
    Change vs previous 13F +240,165 shares

    0.11% of the 13F portfolio, value $8,248,204.

    13F-HR 0001140361-25-004621 filed by Fiduciary 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 123,192 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,194,732.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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