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Steinberg Global Asset Management: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steinberg Global Asset Management on SCHD, newest first. How the timeline and the estimate are built.

Steinberg Global Asset Management held 11,288 SCHD shares at 2019-03-31 per its 13F-HR/A filed 2019-04-24.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F/A 11,288 shares
    Change vs previous 13F -428 shares

    0.09% of the 13F portfolio, value $590,000.

    13F-HR/A 0001398344-19-006984 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2018-12-31
    13F 11,716 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $550,000.

    13F-HR 0001398344-19-001761 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-09-30
    13F 11,535 shares
    Change vs previous 13F -18,364 shares

    0.09% of the 13F portfolio, value $611,000.

    13F-HR 0001398344-18-015689 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-06-30
    13F 29,899 shares
    Change vs previous 13F +2,135 shares

    0.22% of the 13F portfolio, value $1,474,000.

    13F-HR 0001398344-18-011224 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-03-31
    13F 27,764 shares
    Change vs previous 13F -5,633 shares

    0.2% of the 13F portfolio, value $1,361,000.

    13F-HR 0001398344-18-005527 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2017-12-31
    13F 33,397 shares
    Change vs previous 13F +1,218 shares

    0.25% of the 13F portfolio, value $1,709,000.

    13F-HR 0001398344-18-001464 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-09-30
    13F 32,179 shares
    Change vs previous 13F +121 shares

    0.22% of the 13F portfolio, value $1,506,000.

    13F-HR 0001398344-17-013502 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-06-30
    13F 32,058 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,446,000.

    13F-HR 0001398344-17-009070 filed by Steinberg Global Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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