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Biechele Royce Advisors: SCHW position timeline

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

Biechele Royce Advisors held 210,531 SCHW shares at 2024-09-30 per its 13F-HR filed 2024-10-29.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 210,531 shares
    Change vs previous 13F +19,061 shares

    4.5% of the 13F portfolio, value $13,644,000.

    13F-HR 0001730808-24-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 191,470 shares
    Change vs previous 13F +18,467 shares

    4.76% of the 13F portfolio, value $14,109,000.

    13F-HR 0001730808-24-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 173,003 shares
    Change vs previous 13F +7,085 shares

    4.15% of the 13F portfolio, value $12,516,000.

    13F-HR 0001730808-24-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 165,918 shares
    Change vs previous 13F +22,031 shares

    3.74% of the 13F portfolio, value $11,415,000.

    13F-HR 0001730808-24-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 143,887 shares
    Change vs previous 13F +26,298 shares

    2.91% of the 13F portfolio, value $7,899,000.

    13F-HR 0001730808-23-000008 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 117,589 shares
    Change vs previous 13F +870 shares

    2.32% of the 13F portfolio, value $6,665,000.

    13F-HR 0001730808-23-000006 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 116,719 shares
    Change vs previous 13F -3,388 shares

    2.27% of the 13F portfolio, value $6,113,000.

    13F-HR 0001730808-23-000004 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 120,107 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $10,000,000.

    13F-HR 0001730808-23-000002 filed by Biechele Royce Advisors
    Filed (acceptance time not in the bulk data set), ingested

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