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Northwest Capital Management Inc: SCHG position timeline

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

Northwest Capital Management Inc held 22,668 SCHG 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 22,668 shares
    Change vs previous 13F -3,932 shares

    3.2% of the 13F portfolio, value $739,445.

    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 26,600 shares
    Change vs previous 13F -98,080 shares

    0.89% of the 13F portfolio, value $848,817.

    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 124,680 shares
    Change vs previous 13F -51,438 shares

    1.97% of the 13F portfolio, value $3,641,898.

    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 176,118 shares
    Change vs previous 13F +149,555 shares

    1.81% of the 13F portfolio, value $4,409,993.

    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 26,563 shares
    Change vs previous 13F +19,925 shares

    0.32% of the 13F portfolio, value $740,318.

    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 6,638 shares
    Change vs previous 13F +7 shares

    0.25% of the 13F portfolio, value $691,528.

    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 6,631 shares
    Change vs previous 13F -8 shares

    0.24% of the 13F portfolio, value $668,703.

    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 6,639 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $615,598.

    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).