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Disclosery

COBIZ WEALTH, LLC: SCHW position timeline

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

COBIZ WEALTH, LLC held 165,347 SCHW shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 165,347 shares
    Change vs previous 13F -9,890 shares

    1.31% of the 13F portfolio, value $6,645,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F/A 175,237 shares
    Change vs previous 13F +5,340 shares

    1.44% of the 13F portfolio, value $7,493,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 169,897 shares
    Change vs previous 13F +18,538 shares

    1.55% of the 13F portfolio, value $7,056,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 151,359 shares
    Change vs previous 13F -1,900 shares

    1.43% of the 13F portfolio, value $7,439,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 153,259 shares
    Change vs previous 13F -392 shares

    1.59% of the 13F portfolio, value $7,832,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 153,651 shares
    Change vs previous 13F -183 shares

    1.7% of the 13F portfolio, value $8,024,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 153,834 shares
    Change vs previous 13F +1,712 shares

    1.65% of the 13F portfolio, value $7,902,000.

    13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 152,122 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $6,654,000.

    13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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