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EDGE ASSET MANAGEMENT, INC: SCHW position timeline

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

EDGE ASSET MANAGEMENT, INC held 418,014 SCHW shares at 2017-03-31 per its 13F-HR filed 2017-05-11.

the latest 13F is the newest step

  1. period ended2017-03-31
    13F 418,014 shares
    Change vs previous 13F -119,394 shares

    0.13% of the 13F portfolio, value $17,059,000.

    13F-HR 0001126328-17-000121 filed by EDGE ASSET 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 ended2016-12-31
    13F 537,408 shares
    Change vs previous 13F -73,452 shares

    0.16% of the 13F portfolio, value $21,211,000.

    13F-HR 0001126328-17-000038 filed by EDGE ASSET 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 ended2016-09-30
    13F 610,860 shares
    Change vs previous 13F -1,476 shares

    0.16% of the 13F portfolio, value $19,285,000.

    13F-HR 0001126328-16-000593 filed by EDGE ASSET 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 ended2016-06-30
    13F 612,336 shares
    Change vs previous 13F -70,105 shares

    0.14% of the 13F portfolio, value $15,498,000.

    13F-HR 0001126328-16-000535 filed by EDGE ASSET 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 ended2016-03-31
    13F 682,441 shares
    Change vs previous 13F -154,127 shares

    0.18% of the 13F portfolio, value $19,122,000.

    13F-HR 0001126328-16-000465 filed by EDGE ASSET 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 ended2015-12-31
    13F 836,568 shares
    Change vs previous 13F -154,219 shares

    0.27% of the 13F portfolio, value $27,548,000.

    13F-HR 0001126328-16-000353 filed by EDGE ASSET 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 ended2015-09-30
    13F 990,787 shares
    Change vs previous 13F -89,561 shares

    0.28% of the 13F portfolio, value $28,297,000.

    13F-HR 0001126328-15-000268 filed by EDGE ASSET 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 ended2015-06-30
    13F 1,080,348 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $35,273,000.

    13F-HR 0001126328-15-000212 filed by EDGE ASSET MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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