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Livermore
Livermore
ZHEN

Equitable Trust Co

SEC CIK
0000033250
Latest filing
Jul 23, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Equitable Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
10,632
Value
$981.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Equitable Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,632$981.0K<0.1%−1,101−9.4%ReducedHolders
Q1 202611,733$1.10M0.1%+527+4.7%AddedHolders
Q4 202511,206$1.12M<0.1%−1,000−8.2%ReducedHolders
Q3 202512,206$1.17M0.1%−27−0.2%ReducedHolders
Q2 202512,233$1.12M0.1%00.0%UnchangedHolders
Q1 202512,233$957.6K0.1%−1,271−9.4%ReducedHolders
Q4 202413,504$999.4K0.1%+11+0.1%AddedHolders
Q3 202413,493$874.5K0.1%+935+7.4%AddedHolders
Q2 202412,558$925.4K0.1%+6,939+123.5%AddedHolders
Q1 20245,619$406.5K<0.1%+1,506+36.6%AddedHolders
Q4 20234,113$283.0K<0.1%00.0%UnchangedHolders
Q3 20234,113$225.8K<0.1%00.0%UnchangedHolders
Q2 20234,113$233.1K<0.1%−1,617−28.2%ReducedHolders
Q1 20235,730$300.1K<0.1%−151−2.6%ReducedHolders
Q4 20225,881$489.7K<0.1%−1,210−17.1%ReducedHolders
Q3 20227,091$510.0K<0.1%00.0%UnchangedHolders
Q2 20227,091$448.0K<0.1%+2,260+46.8%AddedHolders
Q1 20224,831$408.0K<0.1%−315−6.1%ReducedHolders
Q4 20215,146$433.0K<0.1%+493+10.6%AddedHolders
Q3 20214,653$339.0K<0.1%00.0%UnchangedHolders
Q2 20214,653$339.0K<0.1%−3,500−42.9%ReducedHolders
Q1 20218,153$531.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.