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Disclosery

Partnervest Advisory Services LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Partnervest Advisory Services LLC on SCHD, newest first. How the timeline and the estimate are built.

Partnervest Advisory Services LLC held 8,153 SCHD shares at 2020-09-30 per its 13F-HR filed 2020-11-03.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 8,153 shares
    Change vs previous 13F +488 shares

    0.14% of the 13F portfolio, value $451,000.

    13F-HR 0001532516-20-000006 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 7,665 shares
    Change vs previous 13F +551 shares

    0.15% of the 13F portfolio, value $397,000.

    13F-HR 0001532516-20-000004 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 7,114 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $320,000.

    13F-HR 0001532516-20-000002 filed by Partnervest Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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