Skip to content

Bowling Portfolio Management LLC: SCHX position timeline

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

Bowling Portfolio Management LLC held 129,200 SCHX 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 129,200 shares
    Change vs previous 13F -1,210 shares

    1.5% of the 13F portfolio, value $5,472,000.

    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 130,410 shares
    Change vs previous 13F +2,211 shares

    1.47% of the 13F portfolio, value $5,824,000.

    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 128,199 shares
    Change vs previous 13F +59,388 shares

    1.49% of the 13F portfolio, value $6,904,000.

    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 68,811 shares
    Change vs previous 13F +530 shares

    1.63% of the 13F portfolio, value $7,832,000.

    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 68,281 shares
    Change vs previous 13F +701 shares

    1.6% of the 13F portfolio, value $7,103,000.

    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 67,580 shares
    Change vs previous 13F -4,223 shares

    1.57% of the 13F portfolio, value $7,026,000.

    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 71,803 shares
    Change vs previous 13F -36,375 shares

    1.64% of the 13F portfolio, value $6,895,000.

    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 108,178 shares
    Change vs previous 13F not available

    2.31% of the 13F portfolio, value $9,839,000.

    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).