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TD Ameritrade Trust Co: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TD Ameritrade Trust Co on SCHZ, newest first. How the timeline and the estimate are built.

TD Ameritrade Trust Co held 206,117 SCHZ shares at 2019-03-31 per its 13F-HR filed 2019-04-17.

the latest 13F is the newest step

  1. period ended2019-03-31
    13F 206,117 shares
    Change vs previous 13F +35,800 shares

    3.76% of the 13F portfolio, value $10,693,000.

    13F-HR 0001568219-19-000002 filed by TD Ameritrade Trust Co
    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 170,317 shares
    Change vs previous 13F -6,949 shares

    3.6% of the 13F portfolio, value $8,616,000.

    13F-HR 0001568219-19-000001 filed by TD Ameritrade Trust Co
    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 177,266 shares
    Change vs previous 13F -450 shares

    3.27% of the 13F portfolio, value $8,908,000.

    13F-HR 0001568219-18-000005 filed by TD Ameritrade Trust Co
    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 177,716 shares
    Change vs previous 13F -2,580 shares

    3.42% of the 13F portfolio, value $9,000,000.

    13F-HR 0001568219-18-000003 filed by TD Ameritrade Trust Co
    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 180,296 shares
    Change vs previous 13F -47,674 shares

    3.49% of the 13F portfolio, value $9,199,000.

    13F-HR 0001568219-18-000002 filed by TD Ameritrade Trust Co
    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 227,970 shares
    Change vs previous 13F +36,096 shares

    4.37% of the 13F portfolio, value $11,727,000.

    13F-HR 0001568219-18-000001 filed by TD Ameritrade Trust Co
    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 191,874 shares
    Change vs previous 13F -16,157 shares

    2.95% of the 13F portfolio, value $10,027,000.

    13F-HR 0001568219-17-000005 filed by TD Ameritrade Trust Co
    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 208,031 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $11,003,000.

    13F-HR 0001568219-17-000004 filed by TD Ameritrade Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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