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SYNTAX ADVISORS, LLC: SCHW position timeline

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

SYNTAX ADVISORS, LLC held 4,151 SCHW shares at 2023-09-30 per its 13F-HR filed 2023-11-13.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 4,151 shares
    Change vs previous 13F -298 shares

    0.2% of the 13F portfolio, value $227,890.

    13F-HR 0001999371-23-000132 filed by SYNTAX ADVISORS, LLC
    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 4,449 shares
    Change vs previous 13F +112 shares

    0.2% of the 13F portfolio, value $252,169.

    13F-HR 0001398344-23-014768 filed by SYNTAX ADVISORS, LLC
    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 4,337 shares
    Change vs previous 13F +1,123 shares

    0.17% of the 13F portfolio, value $227,172.

    13F-HR 0001398344-23-009718 filed by SYNTAX ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-12-31
    13F 3,214 shares
    Change vs previous 13F -447 shares

    0.22% of the 13F portfolio, value $267,598.

    13F-HR 0001398344-23-003403 filed by SYNTAX ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-09-30
    13F 3,661 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $263,000.

    13F-HR 0001398344-22-022030 filed by SYNTAX ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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