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Disclosery

Steinberg Global Asset Management: SCHW position timeline

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

Steinberg Global Asset Management held 4,971 SCHW 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 4,971 shares
    Change vs previous 13F +4,971 shares

    0.03% of the 13F portfolio, value $213,000.

    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 ended2018-09-30
    13F 0 shares
    Change vs previous 13F -4,326 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2018-06-30
    13F 4,326 shares
    Change vs previous 13F +449 shares

    0.03% of the 13F portfolio, value $221,000.

    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).

  4. period ended2018-03-31
    13F 3,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $202,000.

    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).