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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

  1. period ended2022-09-30
    13F 19,901 shares
    Change 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), ingested

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

  2. period ended2022-06-30
    13F 20,159 shares
    Change 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), ingested

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

  3. period ended2022-03-31
    13F 20,328 shares
    Change 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), ingested

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

  4. period ended2021-12-31
    13F 20,510 shares
    Change 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), ingested

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

  5. period ended2021-09-30
    13F 20,514 shares
    Change 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), ingested

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

  6. period ended2021-06-30
    13F 20,531 shares
    Change 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), ingested

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

  7. period ended2021-03-31
    13F 20,593 shares
    Change 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), ingested

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

  8. period ended2020-12-31
    13F 21,470 shares
    Change 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), ingested

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