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Elmwood Wealth Management, Inc.: SCHC position timeline

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

Elmwood Wealth Management, Inc. held 95,924 SCHC 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 95,924 shares
    Change vs previous 13F +4,120 shares

    1.15% of the 13F portfolio, value $4,771,276.

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

  2. period ended2026-06-30
    13F 91,804 shares
    Change vs previous 13F +2,955 shares

    1.1% of the 13F portfolio, value $4,417,625.

    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 88,849 shares
    Change vs previous 13F +5,600 shares

    1.15% of the 13F portfolio, value $4,152,818.

    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 83,249 shares
    Change vs previous 13F +1,306 shares

    1.2% of the 13F portfolio, value $3,790,342.

    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 81,943 shares
    Change vs previous 13F +2,838 shares

    1.32% of the 13F portfolio, value $3,729,241.

    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 79,105 shares
    Change vs previous 13F +761 shares

    1.34% of the 13F portfolio, value $3,369,096.

    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 78,344 shares
    Change vs previous 13F +147 shares

    1.15% of the 13F portfolio, value $2,810,995.

    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 78,197 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,684,515.

    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).