FinTrust Capital Advisors, LLC: SCHW position timeline

FinTrust Capital Advisors, LLC held 9,663 SCHW shares at 2024-09-30 per its 13F-HR filed 2024-10-11.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 9,663 shares

   Change vs previous 13F -728 shares

   0.11% of the 13F portfolio, value $627,242.

   13F-HR 0001104659-24-107966 filed by FinTrust Capital Advisors, LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 10,391 shares

   Change vs previous 13F +127 shares

   0.14% of the 13F portfolio, value $765,713.

   13F-HR 0001104659-24-082123 filed by FinTrust Capital Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 10,264 shares

   Change vs previous 13F +4,143 shares

   0.14% of the 13F portfolio, value $742,426.

   13F-HR 0001104659-24-056078 filed by FinTrust Capital Advisors, LLC
   Filed 2024-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 6,121 shares

   Change vs previous 13F -574 shares

   0.08% of the 13F portfolio, value $421,125.

   13F-HR 0001104659-24-017192 filed by FinTrust Capital Advisors, LLC
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 6,695 shares

   Change vs previous 13F -4,213 shares

   0.08% of the 13F portfolio, value $367,556.

   13F-HR 0001104659-23-111012 filed by FinTrust Capital Advisors, LLC
   Filed 2023-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

6. period ended2023-06-30

   13F 10,908 shares

   Change vs previous 13F +1,000 shares

   0.2% of the 13F portfolio, value $828,462.

   13F-HR 0001104659-23-083815 filed by FinTrust Capital Advisors, LLC
   Filed 2023-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

7. period ended2023-03-31

   13F 9,908 shares

   Change vs previous 13F +2,000 shares

   0.19% of the 13F portfolio, value $763,182.

   13F-HR 0001104659-23-046571 filed by FinTrust Capital Advisors, LLC
   Filed 2023-04-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

8. period ended2022-12-31

   13F 7,908 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $658,422.

   13F-HR 0001104659-23-021512 filed by FinTrust Capital Advisors, LLC
   Filed 2023-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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