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Disclosery

BRINKER CAPITAL INC: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRINKER CAPITAL INC on SCHW, newest first. How the timeline and the estimate are built.

BRINKER CAPITAL INC held 65,501 SCHW shares at 2020-06-30 per its 13F-HR filed 2020-07-30.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 65,501 shares
    Change vs previous 13F +7,964 shares

    0.07% of the 13F portfolio, value $2,210,000.

    13F-HR 0001104659-20-088254 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-03-31
    13F 57,537 shares
    Change vs previous 13F +14,079 shares

    0.08% of the 13F portfolio, value $1,934,000.

    13F-HR 0001104659-20-053352 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-12-31
    13F 43,458 shares
    Change vs previous 13F -41,389 shares

    0.06% of the 13F portfolio, value $2,067,000.

    13F-HR 0001104659-20-022421 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-09-30
    13F 84,847 shares
    Change vs previous 13F +43,551 shares

    0.12% of the 13F portfolio, value $3,549,000.

    13F-HR 0001104659-19-055177 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-06-30
    13F 41,296 shares
    Change vs previous 13F -1,277 shares

    0.06% of the 13F portfolio, value $1,660,000.

    13F-HR 0001144204-19-039086 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-03-31
    13F 42,573 shares
    Change vs previous 13F -681 shares

    0.07% of the 13F portfolio, value $1,820,000.

    13F-HR 0001144204-19-020627 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-12-31
    13F 43,254 shares
    Change vs previous 13F +2,641 shares

    0.08% of the 13F portfolio, value $1,796,000.

    13F-HR 0001144204-19-007712 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-09-30
    13F 40,613 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,996,000.

    13F-HR 0001144204-18-059062 filed by BRINKER CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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