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Northern Capital Management, Inc.: SCHV position timeline

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

Northern Capital Management, Inc. held 1,412,672 SCHV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,412,672 shares
    Change vs previous 13F +45,425 shares

    20.97% of the 13F portfolio, value $49,175,115.

    13F-HR/A 0001581794-26-000011 filed by Northern Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,367,247 shares
    Change vs previous 13F +256,456 shares

    20.91% of the 13F portfolio, value $41,701,022.

    13F-HR 0001581794-26-000004 filed by Northern Capital 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 ended2025-12-31
    13F 1,110,791 shares
    Change vs previous 13F -29,573 shares

    17.38% of the 13F portfolio, value $32,890,524.

    13F-HR 0001581794-26-000002 filed by Northern Capital 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 ended2025-09-30
    13F 1,140,364 shares
    Change vs previous 13F -8,523 shares

    18.01% of the 13F portfolio, value $33,195,994.

    13F-HR 0001581794-25-000015 filed by Northern Capital 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 ended2025-06-30
    13F 1,148,887 shares
    Change vs previous 13F -27,065 shares

    18.7% of the 13F portfolio, value $31,789,698.

    13F-HR 0001581794-25-000010 filed by Northern Capital 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 ended2025-03-31
    13F 1,175,952 shares
    Change vs previous 13F -20,803 shares

    20.38% of the 13F portfolio, value $31,256,816.

    13F-HR 0001581794-25-000008 filed by Northern Capital 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 ended2024-12-31
    13F 1,196,755 shares
    Change vs previous 13F +798,699 shares

    19.13% of the 13F portfolio, value $31,199,407.

    13F-HR 0001581794-25-000002 filed by Northern Capital 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 ended2024-09-30
    13F 398,056 shares
    Change vs previous 13F not available

    20.22% of the 13F portfolio, value $31,991,783.

    13F-HR 0001581794-24-000011 filed by Northern Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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