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Disclosery

ROTHSCHILD INVESTMENT LLC /IL: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ROTHSCHILD INVESTMENT LLC /IL on SCHW, newest first. How the timeline and the estimate are built.

ROTHSCHILD INVESTMENT LLC /IL held 18,901 SCHW shares at 2023-09-30 per its 13F-HR filed 2023-10-16.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 18,901 shares
    Change vs previous 13F +1,271 shares

    0.09% of the 13F portfolio, value $1,038,000.

    13F-HR 0001020918-23-000009 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-06-30
    13F 17,630 shares
    Change vs previous 13F +1,830 shares

    0.08% of the 13F portfolio, value $999,000.

    13F-HR 0001020918-23-000007 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-03-31
    13F 15,800 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $828,000.

    13F-HR 0001020918-23-000004 filed by ROTHSCHILD INVESTMENT LLC /IL
    Filed (acceptance time not in the bulk data set), ingested

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