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Disclosery

SEEYOND: SCHW position timeline

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

SEEYOND held 22,833 SCHW shares at 2022-12-31 per its 13F-HR filed 2023-02-13.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 22,833 shares
    Change vs previous 13F +6,453 shares

    0.18% of the 13F portfolio, value $1,901,076.

    13F-HR 0001104659-23-019786 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-09-30
    13F 16,380 shares
    Change vs previous 13F -740 shares

    0.14% of the 13F portfolio, value $1,177,000.

    13F-HR 0001104659-22-118134 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-06-30
    13F 17,120 shares
    Change vs previous 13F +801 shares

    0.12% of the 13F portfolio, value $1,081,000.

    13F-HR 0001104659-22-090085 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-03-31
    13F 16,319 shares
    Change vs previous 13F -355 shares

    0.14% of the 13F portfolio, value $1,375,000.

    13F-HR 0001104659-22-060306 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-12-31
    13F 16,674 shares
    Change vs previous 13F -77 shares

    0.13% of the 13F portfolio, value $1,402,000.

    13F-HR 0001104659-22-022189 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-09-30
    13F 16,751 shares
    Change vs previous 13F -18,739 shares

    0.12% of the 13F portfolio, value $1,220,000.

    13F-HR 0001104659-21-138019 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-06-30
    13F 35,490 shares
    Change vs previous 13F +3,117 shares

    0.24% of the 13F portfolio, value $2,584,000.

    13F-HR 0001104659-21-104913 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-03-31
    13F 32,373 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,110,000.

    13F-HR 0001104659-21-066574 filed by SEEYOND
    Filed (acceptance time not in the bulk data set), ingested

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