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Disclosery

Northwest Capital Management Inc: SCHC position timeline

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

Northwest Capital Management Inc held 4,259 SCHC shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,259 shares
    Change vs previous 13F -6,661 shares

    0.84% of the 13F portfolio, value $193,891.

    13F-HR 0001580642-26-000402 filed by Northwest 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 ended2025-09-30
    13F 10,920 shares
    Change vs previous 13F -2,170 shares

    0.52% of the 13F portfolio, value $496,950.

    13F-HR 0001580642-25-006634 filed by Northwest 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 ended2025-06-30
    13F 13,090 shares
    Change vs previous 13F -15,951 shares

    0.3% of the 13F portfolio, value $557,489.

    13F-HR 0001580642-25-004483 filed by Northwest 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 ended2025-03-31
    13F 29,041 shares
    Change vs previous 13F -16,135 shares

    0.43% of the 13F portfolio, value $1,041,999.

    13F-HR 0001580642-25-002705 filed by Northwest 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 ended2024-12-31
    13F 45,176 shares
    Change vs previous 13F -2,974 shares

    0.66% of the 13F portfolio, value $1,550,900.

    13F-HR 0001580642-25-000734 filed by Northwest 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 ended2024-09-30
    13F/A 48,150 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,855,212.

    13F-HR/A 0001580642-24-006174 filed by Northwest 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 ended2024-06-30
    13F 48,150 shares
    Change vs previous 13F -9,834 shares

    0.63% of the 13F portfolio, value $1,713,187.

    13F-HR 0001580642-24-003593 filed by Northwest 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 ended2024-03-31
    13F 57,984 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,075,836.

    13F-HR 0001580642-24-002061 filed by Northwest Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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