BADGLEY PHELPS & BELL INC: SCHW position timeline

BADGLEY PHELPS & BELL INC held 4,278 SCHW shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 4,278 shares

   Change vs previous 13F -2,002 shares

   0.01% of the 13F portfolio, value $312,000.

   13F-HR 0000915325-21-000007 filed by BADGLEY PHELPS & BELL INC
   Filed 2021-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 6,280 shares

   Change vs previous 13F -827 shares

   0.02% of the 13F portfolio, value $409,000.

   13F-HR 0000915325-21-000005 filed by BADGLEY PHELPS & BELL INC
   Filed 2021-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 7,107 shares

   Change vs previous 13F +464 shares

   0.02% of the 13F portfolio, value $377,000.

   13F-HR 0000915325-21-000002 filed by BADGLEY PHELPS & BELL INC
   Filed 2021-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 6,643 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $241,000.

   13F-HR 0000915325-20-000012 filed by BADGLEY PHELPS & BELL INC
   Filed 2020-11-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 6,643 shares

   Change vs previous 13F -271 shares

   0.01% of the 13F portfolio, value $224,000.

   13F-HR 0000915325-20-000010 filed by BADGLEY PHELPS & BELL INC
   Filed 2020-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 6,914 shares

   Change vs previous 13F +271 shares

   0.02% of the 13F portfolio, value $232,000.

   13F-HR 0000915325-20-000007 filed by BADGLEY PHELPS & BELL INC
   Filed 2020-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 6,643 shares

   Change vs previous 13F +608 shares

   0.02% of the 13F portfolio, value $316,000.

   13F-HR 0000915325-20-000002 filed by BADGLEY PHELPS & BELL INC
   Filed 2020-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 6,035 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $252,000.

   13F-HR 0000915325-19-000009 filed by BADGLEY PHELPS & BELL INC
   Filed 2019-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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