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Disclosery

Keene & Associates, Inc.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keene & Associates, Inc. on SCHW, newest first. How the timeline and the estimate are built.

Keene & Associates, Inc. held 9,296 SCHW shares at 2024-12-31 per its 13F-HR filed 2025-02-03.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,296 shares
    Change vs previous 13F -25 shares

    0.55% of the 13F portfolio, value $687,997.

    13F-HR 0001907874-25-000001 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 9,321 shares
    Change vs previous 13F +610 shares

    0.46% of the 13F portfolio, value $604,094.

    13F-HR 0001907874-24-000007 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,711 shares
    Change vs previous 13F +81 shares

    0.52% of the 13F portfolio, value $641,914.

    13F-HR 0001907874-24-000003 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,630 shares
    Change vs previous 13F +294 shares

    0.47% of the 13F portfolio, value $624,294.

    13F-HR 0001907874-24-000002 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 8,336 shares
    Change vs previous 13F +968 shares

    0.48% of the 13F portfolio, value $573,517.

    13F-HR 0001907874-24-000001 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 7,368 shares
    Change vs previous 13F +535 shares

    0.32% of the 13F portfolio, value $404,503.

    13F-HR 0001907874-23-000004 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 6,833 shares
    Change vs previous 13F +2,225 shares

    0.3% of the 13F portfolio, value $387,294.

    13F-HR 0001907874-23-000003 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 4,608 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $241,367.

    13F-HR 0001907874-23-000002 filed by Keene & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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