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Disclosery

Boltwood Capital Management: SCHA position timeline

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

Boltwood Capital Management held 117,680 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 117,680 shares
    Change vs previous 13F -137 shares

    0.87% of the 13F portfolio, value $3,839,898.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 117,817 shares
    Change vs previous 13F -115 shares

    0.98% of the 13F portfolio, value $4,256,728.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 117,932 shares
    Change vs previous 13F +3,312 shares

    0.87% of the 13F portfolio, value $3,429,463.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 114,620 shares
    Change vs previous 13F +1,245 shares

    0.85% of the 13F portfolio, value $3,264,378.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 113,375 shares
    Change vs previous 13F +3,310 shares

    0.84% of the 13F portfolio, value $3,163,163.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 110,065 shares
    Change vs previous 13F +14,327 shares

    0.79% of the 13F portfolio, value $2,784,645.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 95,738 shares
    Change vs previous 13F +8,292 shares

    0.68% of the 13F portfolio, value $2,243,141.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 87,446 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,261,354.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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