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BOSTON FINANCIAL MANGEMENT LLC: SCHW position timeline

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

BOSTON FINANCIAL MANGEMENT LLC held 4,331 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,331 shares
    Change vs previous 13F +17 shares

    0.01% of the 13F portfolio, value $320,538.

    13F-HR 0001053055-25-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 4,314 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $279,591.

    13F-HR 0001053055-24-000005 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 4,338 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $319,668.

    13F-HR 0001053055-24-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,314 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $312,075.

    13F-HR 0001053055-24-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 4,314 shares
    Change vs previous 13F -4,060 shares

    0.01% of the 13F portfolio, value $296,804.

    13F-HR 0001053055-24-000001 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,374 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $459,733.

    13F-HR 0001053055-23-000004 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,314 shares
    Change vs previous 13F -409 shares

    0.02% of the 13F portfolio, value $471,238.

    13F-HR 0001053055-23-000003 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,723 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $456,911.

    13F-HR 0001053055-23-000002 filed by BOSTON FINANCIAL MANGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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