Bowling Portfolio Management LLC: SCHW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bowling Portfolio Management LLC on SCHW, newest first. How the timeline and the estimate are built.
Bowling Portfolio Management LLC held 19,901 SCHW shares at 2022-09-30 per its 13F-HR filed 2022-10-04.
the latest 13F is the newest step
- period ended2022-09-3013F 19,901 sharesChange vs previous 13F -258 shares
0.39% of the 13F portfolio, value $1,430,000.
13F-HR 0001322590-22-000005 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 20,159 sharesChange vs previous 13F -169 shares
0.32% of the 13F portfolio, value $1,274,000.
13F-HR 0001322590-22-000004 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 20,328 sharesChange vs previous 13F -182 shares
0.37% of the 13F portfolio, value $1,714,000.
13F-HR 0001322590-22-000003 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 20,510 sharesChange vs previous 13F -4 shares
0.36% of the 13F portfolio, value $1,725,000.
13F-HR 0001322590-22-000001 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 20,514 sharesChange vs previous 13F -17 shares
0.34% of the 13F portfolio, value $1,494,000.
13F-HR 0001322590-21-000004 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 20,531 sharesChange vs previous 13F -62 shares
0.33% of the 13F portfolio, value $1,495,000.
13F-HR 0001322590-21-000003 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 20,593 sharesChange vs previous 13F -877 shares
0.32% of the 13F portfolio, value $1,342,000.
13F-HR 0001322590-21-000002 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 21,470 sharesChange vs previous 13F not available
0.27% of the 13F portfolio, value $1,139,000.
13F-HR 0001322590-21-000001 filed by Bowling Portfolio Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).