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Berman Capital Advisors, LLC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berman Capital Advisors, LLC on SCHW, newest first. How the timeline and the estimate are built.

Berman Capital Advisors, LLC held 5,545 SCHW shares at 2021-09-30 per its 13F-HR filed 2021-10-07.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 5,545 shares
    Change vs previous 13F +1,977 shares

    0.06% of the 13F portfolio, value $403,000.

    13F-HR 0000909012-21-000126 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-06-30
    13F 3,568 shares
    Change vs previous 13F +873 shares

    0.04% of the 13F portfolio, value $259,000.

    13F-HR 0000909012-21-000109 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-03-31
    13F 2,695 shares
    Change vs previous 13F +270 shares

    0.04% of the 13F portfolio, value $175,000.

    13F-HR 0000909012-21-000076 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-12-31
    13F/A 2,425 shares
    Change vs previous 13F +1,120 shares

    0.03% of the 13F portfolio, value $128,000.

    13F-HR/A 0000909012-21-000047 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-09-30
    13F 1,305 shares
    Change vs previous 13F +82 shares

    0.01% of the 13F portfolio, value $46,000.

    13F-HR 0000909012-20-000144 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-06-30
    13F 1,223 shares
    Change vs previous 13F +68 shares

    0.01% of the 13F portfolio, value $40,000.

    13F-HR 0000909012-20-000110 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-03-31
    13F 1,155 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $37,000.

    13F-HR 0000909012-20-000085 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-12-31
    13F 1,168 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $55,000.

    13F-HR 0000909012-20-000035 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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