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Bowling Portfolio Management LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bowling Portfolio Management LLC on SCHB, newest first. How the timeline and the estimate are built.

Bowling Portfolio Management LLC held 14,042 SCHB shares at 2022-09-30 per its 13F-HR filed 2022-10-04.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 14,042 shares
    Change vs previous 13F +386 shares

    0.16% of the 13F portfolio, value $590,000.

    13F-HR 0001322590-22-000005 filed by Bowling Portfolio Management LLC
    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 13,656 shares
    Change vs previous 13F -1,448 shares

    0.15% of the 13F portfolio, value $603,000.

    13F-HR 0001322590-22-000004 filed by Bowling Portfolio Management LLC
    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 15,104 shares
    Change vs previous 13F +8,930 shares

    0.17% of the 13F portfolio, value $806,000.

    13F-HR 0001322590-22-000003 filed by Bowling Portfolio Management LLC
    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 6,174 shares
    Change vs previous 13F +1,025 shares

    0.14% of the 13F portfolio, value $698,000.

    13F-HR 0001322590-22-000001 filed by Bowling Portfolio Management LLC
    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 5,149 shares
    Change vs previous 13F +935 shares

    0.12% of the 13F portfolio, value $535,000.

    13F-HR 0001322590-21-000004 filed by Bowling Portfolio Management LLC
    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 4,214 shares
    Change vs previous 13F -1,067 shares

    0.1% of the 13F portfolio, value $439,000.

    13F-HR 0001322590-21-000003 filed by Bowling Portfolio Management LLC
    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 5,281 shares
    Change vs previous 13F +591 shares

    0.12% of the 13F portfolio, value $511,000.

    13F-HR 0001322590-21-000002 filed by Bowling Portfolio Management LLC
    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 4,690 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $427,000.

    13F-HR 0001322590-21-000001 filed by Bowling Portfolio Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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