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Placemark Investments, Inc.: SCHW position timeline

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

Placemark Investments, Inc. held 255,004 SCHW shares at 2014-12-31 per its 13F-HR filed 2015-02-17.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 255,004 shares
    Change vs previous 13F -6,975 shares

    0.14% of the 13F portfolio, value $7,695,000.

    13F-HR 0001315726-15-000001 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2014-09-30
    13F 261,979 shares
    Change vs previous 13F -36,656 shares

    0.14% of the 13F portfolio, value $7,693,000.

    13F-HR 0001315726-14-000007 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-06-30
    13F 298,635 shares
    Change vs previous 13F -20,844 shares

    0.14% of the 13F portfolio, value $8,043,000.

    13F-HR 0001315726-14-000005 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 319,479 shares
    Change vs previous 13F -12,380 shares

    0.17% of the 13F portfolio, value $8,733,000.

    13F-HR 0001315726-14-000004 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2013-12-31
    13F 331,859 shares
    Change vs previous 13F -201,784 shares

    0.14% of the 13F portfolio, value $8,623,000.

    13F-HR 0001315726-14-000003 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 533,643 shares
    Change vs previous 13F -66,047 shares

    0.21% of the 13F portfolio, value $11,285,000.

    13F-HR 0001315726-13-000008 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2013-06-30
    13F 599,690 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $12,733,000.

    13F-HR 0001315726-13-000006 filed by Placemark Investments, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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