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TRUIST FINANCIAL CORP: SCHM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on SCHM, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 331,564 SCHM 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 331,564 shares
    Change vs previous 13F +5,697 shares

    0.01% of the 13F portfolio, value $12,224,780.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 325,867 shares
    Change vs previous 13F +7,001 shares

    0.01% of the 13F portfolio, value $10,088,836.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 318,866 shares
    Change vs previous 13F +118 shares

    0.01% of the 13F portfolio, value $9,588,295.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 318,748 shares
    Change vs previous 13F +4,063 shares

    0.01% of the 13F portfolio, value $9,447,695.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 314,685 shares
    Change vs previous 13F +10,209 shares

    0.01% of the 13F portfolio, value $8,826,922.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 304,476 shares
    Change vs previous 13F +873 shares

    0.01% of the 13F portfolio, value $7,977,266.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 303,603 shares
    Change vs previous 13F +204,449 shares

    0.01% of the 13F portfolio, value $8,412,843.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 99,154 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,238,723.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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