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Disclosery

IBM Retirement Fund: SCHW position timeline

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

IBM Retirement Fund held 0 SCHW shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -24,000 shares

    13F-HR 0001018825-22-000003 filed by IBM Retirement Fund
    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 ended2022-03-31
    13F 24,000 shares
    Change vs previous 13F -1,059 shares

    0.29% of the 13F portfolio, value $2,023,000.

    13F-HR 0001018825-22-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-12-31
    13F 25,059 shares
    Change vs previous 13F -17,500 shares

    0.26% of the 13F portfolio, value $2,107,000.

    13F-HR 0001018825-22-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-09-30
    13F 42,559 shares
    Change vs previous 13F -1,728 shares

    0.24% of the 13F portfolio, value $3,100,000.

    13F-HR 0001018825-21-000004 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-06-30
    13F 44,287 shares
    Change vs previous 13F -2,673 shares

    0.25% of the 13F portfolio, value $3,225,000.

    13F-HR 0001018825-21-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-03-31
    13F 46,960 shares
    Change vs previous 13F -4,185 shares

    0.22% of the 13F portfolio, value $3,061,000.

    13F-HR 0001018825-21-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-12-31
    13F 51,145 shares
    Change vs previous 13F +11,143 shares

    0.19% of the 13F portfolio, value $2,713,000.

    13F-HR 0001018825-21-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-09-30
    13F 40,002 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,449,000.

    13F-HR 0001018825-20-000005 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

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