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HORAN CAPITAL MANAGEMENT: SCHW position timeline

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

HORAN CAPITAL MANAGEMENT held 0 SCHW shares at 2020-12-31 per its 13F-HR filed 2021-01-26.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 0 shares
    Change vs previous 13F -222,927 shares

    13F-HR 0001269134-21-000001 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-09-30
    13F 222,927 shares
    Change vs previous 13F -135,397 shares

    1.19% of the 13F portfolio, value $8,077,000.

    13F-HR 0001269134-20-000007 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-06-30
    13F 358,324 shares
    Change vs previous 13F -34,392 shares

    1.87% of the 13F portfolio, value $12,090,000.

    13F-HR 0001269134-20-000006 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-03-31
    13F 392,716 shares
    Change vs previous 13F -3,121 shares

    2.48% of the 13F portfolio, value $13,203,000.

    13F-HR 0001269134-20-000005 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-12-31
    13F 395,837 shares
    Change vs previous 13F -113,925 shares

    3.09% of the 13F portfolio, value $18,826,000.

    13F-HR 0001269134-20-000004 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-09-30
    13F 509,762 shares
    Change vs previous 13F +164,766 shares

    3.81% of the 13F portfolio, value $21,323,000.

    13F-HR 0001269134-19-000004 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-06-30
    13F 344,996 shares
    Change vs previous 13F +46,220 shares

    2.48% of the 13F portfolio, value $13,865,000.

    13F-HR 0001269134-19-000003 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-03-31
    13F 298,776 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $12,775,000.

    13F-HR 0001269134-19-000002 filed by HORAN CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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