Skip to content
Disclosery

CLEARARC CAPITAL INC: SCHW position timeline

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

CLEARARC CAPITAL INC held 12,389 SCHW shares at 2019-12-31 per its 13F-HR filed 2020-02-14.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 12,389 shares
    Change vs previous 13F -5,124 shares

    0.23% of the 13F portfolio, value $589,000.

    13F-HR 0000950123-20-002366 filed by CLEARARC 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 ended2019-09-30
    13F 17,513 shares
    Change vs previous 13F -390 shares

    0.21% of the 13F portfolio, value $733,000.

    13F-HR 0000950123-19-011488 filed by CLEARARC 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 ended2019-06-30
    13F 17,903 shares
    Change vs previous 13F -1,958 shares

    0.21% of the 13F portfolio, value $720,000.

    13F-HR 0000950123-19-007170 filed by CLEARARC 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 ended2019-03-31
    13F/A 19,861 shares
    Change vs previous 13F -763 shares

    0.23% of the 13F portfolio, value $849,000.

    13F-HR/A 0000950123-19-005600 filed by CLEARARC 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 ended2018-12-31
    13F 20,624 shares
    Change vs previous 13F -10,453 shares

    0.26% of the 13F portfolio, value $857,000.

    13F-HR 0000950123-19-002045 filed by CLEARARC 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 ended2018-09-30
    13F 31,077 shares
    Change vs previous 13F +344 shares

    0.2% of the 13F portfolio, value $1,527,000.

    13F-HR 0000950123-18-011734 filed by CLEARARC 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 ended2018-06-30
    13F/A 30,733 shares
    Change vs previous 13F +125 shares

    0.22% of the 13F portfolio, value $1,570,000.

    13F-HR/A 0000950123-18-009091 filed by CLEARARC 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 ended2018-03-31
    13F 30,608 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,598,000.

    13F-HR 0000950123-18-005616 filed by CLEARARC CAPITAL INC
    Filed (acceptance time not in the bulk data set), ingested

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