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Elmwood Wealth Management, Inc.: SCHA position timeline

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

Elmwood Wealth Management, Inc. held 15,187 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,187 shares
    Change vs previous 13F -32,500 shares

    0.12% of the 13F portfolio, value $495,568.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,687 shares
    Change vs previous 13F -2,210 shares

    0.43% of the 13F portfolio, value $1,722,949.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    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 49,897 shares
    Change vs previous 13F -65 shares

    0.4% of the 13F portfolio, value $1,451,019.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    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 49,962 shares
    Change vs previous 13F -117 shares

    0.45% of the 13F portfolio, value $1,422,932.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    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 50,079 shares
    Change vs previous 13F -795 shares

    0.5% of the 13F portfolio, value $1,397,218.

    13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
    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 50,874 shares
    Change vs previous 13F -1,500 shares

    0.51% of the 13F portfolio, value $1,287,125.

    13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
    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 52,374 shares
    Change vs previous 13F -475 shares

    0.5% of the 13F portfolio, value $1,227,134.

    13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
    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 52,849 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,366,688.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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