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Elmwood Wealth Management, Inc.: SCHX position timeline

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

Elmwood Wealth Management, Inc. held 171,828 SCHX 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 171,828 shares
    Change vs previous 13F -26,689 shares

    1.24% of the 13F portfolio, value $5,154,844.

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

  2. period ended2026-06-30
    13F 198,517 shares
    Change vs previous 13F +4,406 shares

    1.46% of the 13F portfolio, value $5,842,357.

    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 194,111 shares
    Change vs previous 13F +19,618 shares

    1.38% of the 13F portfolio, value $4,977,006.

    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 174,493 shares
    Change vs previous 13F -3,094 shares

    1.48% of the 13F portfolio, value $4,695,606.

    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 177,587 shares
    Change vs previous 13F +4,119 shares

    1.66% of the 13F portfolio, value $4,677,641.

    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 173,468 shares
    Change vs previous 13F -2,763 shares

    1.68% of the 13F portfolio, value $4,239,558.

    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 176,231 shares
    Change vs previous 13F +12,355 shares

    1.6% of the 13F portfolio, value $3,891,180.

    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 163,876 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $3,798,646.

    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).