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Disclosery

American Research & Management Co.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Research & Management Co. on SCHW, newest first. How the timeline and the estimate are built.

American Research & Management Co. held 138,021 SCHW shares at 2022-09-30 per its 13F-HR filed 2022-10-07.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 138,021 shares
    Change vs previous 13F +123 shares

    2.74% of the 13F portfolio, value $9,920,000.

    13F-HR 0000909012-22-000112 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 137,898 shares
    Change vs previous 13F +7,460 shares

    2.24% of the 13F portfolio, value $8,712,000.

    13F-HR 0000909012-22-000079 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 130,438 shares
    Change vs previous 13F -848 shares

    2.42% of the 13F portfolio, value $10,997,000.

    13F-HR 0000909012-22-000052 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 131,286 shares
    Change vs previous 13F -1,271 shares

    2.39% of the 13F portfolio, value $11,041,000.

    13F-HR 0000909012-22-000017 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 132,557 shares
    Change vs previous 13F -477 shares

    2.23% of the 13F portfolio, value $9,655,000.

    13F-HR 0000909012-21-000134 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 133,034 shares
    Change vs previous 13F -1,834 shares

    2.21% of the 13F portfolio, value $9,686,000.

    13F-HR 0000909012-21-000100 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 134,868 shares
    Change vs previous 13F -1,298 shares

    2.12% of the 13F portfolio, value $8,791,000.

    13F-HR 0000909012-21-000060 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 136,166 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $7,222,000.

    13F-HR 0000909012-21-000010 filed by American Research & Management Co.
    Filed (acceptance time not in the bulk data set), ingested

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