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REGENTATLANTIC CAPITAL LLC: SCHM position timeline

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

REGENTATLANTIC CAPITAL LLC held 26,944 SCHM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 26,944 shares
    Change vs previous 13F +17,084 shares

    0.05% of the 13F portfolio, value $1,631,000.

    13F-HR 0001085146-22-004038 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 9,860 shares
    Change vs previous 13F +2,000 shares

    0.02% of the 13F portfolio, value $619,000.

    13F-HR 0001085146-22-003064 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 7,860 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $596,000.

    13F-HR 0001085146-22-001649 filed by REGENTATLANTIC CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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