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Disclosery

Round Table Services, LLC: SCHW position timeline

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

Round Table Services, LLC held 24,616 SCHW shares at 2022-09-30 per its 13F-HR filed 2022-10-25.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 24,616 shares
    Change vs previous 13F +46 shares

    0.35% of the 13F portfolio, value $1,769,000.

    13F-HR 0001606587-22-001978 filed by Round Table 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 ended2022-06-30
    13F 24,570 shares
    Change vs previous 13F +47 shares

    0.28% of the 13F portfolio, value $1,552,000.

    13F-HR 0001606587-22-001389 filed by Round Table 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 ended2022-03-31
    13F 24,523 shares
    Change vs previous 13F +36 shares

    0.35% of the 13F portfolio, value $2,068,000.

    13F-HR 0001606587-22-000882 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 24,487 shares
    Change vs previous 13F +34 shares

    0.39% of the 13F portfolio, value $2,059,000.

    13F-HR 0001606587-22-000224 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 24,453 shares
    Change vs previous 13F +7,144 shares

    0.38% of the 13F portfolio, value $1,781,000.

    13F-HR 0001606587-21-001452 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 17,309 shares
    Change vs previous 13F +38 shares

    0.28% of the 13F portfolio, value $1,260,000.

    13F-HR 0001606587-21-000956 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 17,271 shares
    Change vs previous 13F +242 shares

    0.27% of the 13F portfolio, value $1,126,000.

    13F-HR 0001606587-21-000610 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 17,029 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $903,000.

    13F-HR 0001606587-21-000286 filed by Round Table Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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