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CSat Investment Advisory, L.P.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSat Investment Advisory, L.P. on SCHW, newest first. How the timeline and the estimate are built.

CSat Investment Advisory, L.P. held 47,839 SCHW shares at 2021-03-31 per its 13F-HR filed 2021-05-13.

the latest 13F is the newest step

  1. period ended2021-03-31
    13F 47,839 shares
    Change vs previous 13F -31,030 shares

    2.62% of the 13F portfolio, value $3,118,000.

    13F-HR 0001398344-21-010680 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-12-31
    13F 78,869 shares
    Change vs previous 13F -5,623 shares

    3.89% of the 13F portfolio, value $4,183,000.

    13F-HR 0001398344-21-003258 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-09-30
    13F 84,492 shares
    Change vs previous 13F +24,335 shares

    0.42% of the 13F portfolio, value $3,062,000.

    13F-HR 0001398344-20-022558 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-06-30
    13F 60,157 shares
    Change vs previous 13F -8,180 shares

    0.36% of the 13F portfolio, value $2,029,000.

    13F-HR 0001398344-20-015227 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-03-31
    13F 68,337 shares
    Change vs previous 13F +4,932 shares

    0.64% of the 13F portfolio, value $2,297,000.

    13F-HR 0001398344-20-009921 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-12-31
    13F 63,405 shares
    Change vs previous 13F +23,590 shares

    1.09% of the 13F portfolio, value $3,015,000.

    13F-HR 0001398344-20-003315 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-09-30
    13F 39,815 shares
    Change vs previous 13F +2,134 shares

    0.72% of the 13F portfolio, value $1,665,000.

    13F-HR 0001398344-19-020246 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-06-30
    13F 37,681 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,515,000.

    13F-HR 0001398344-19-014440 filed by CSat Investment Advisory, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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