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BTR CAPITAL MANAGEMENT INC: SCHX position timeline

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

BTR CAPITAL MANAGEMENT INC held 7,384 SCHX shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 7,384 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $313,000.

    13F-HR 0000883790-22-000008 filed by BTR CAPITAL MANAGEMENT INC
    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 7,384 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $330,000.

    13F-HR 0000883790-22-000006 filed by BTR CAPITAL MANAGEMENT INC
    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 7,384 shares
    Change vs previous 13F +2,490 shares

    0.05% of the 13F portfolio, value $398,000.

    13F-HR 0000883790-22-000004 filed by BTR CAPITAL MANAGEMENT INC
    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 4,894 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $557,000.

    13F-HR 0000883790-22-000002 filed by BTR CAPITAL MANAGEMENT INC
    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 4,994 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $519,000.

    13F-HR 0000883790-21-000009 filed by BTR CAPITAL MANAGEMENT INC
    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 4,994 shares
    Change vs previous 13F -19 shares

    0.06% of the 13F portfolio, value $519,000.

    13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
    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 5,013 shares
    Change vs previous 13F -2,117 shares

    0.07% of the 13F portfolio, value $481,000.

    13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
    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 7,130 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $648,000.

    13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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