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Northwest Capital Management Inc: SCHQ position timeline

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

Northwest Capital Management Inc held 13,266 SCHQ 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 13,266 shares
    Change vs previous 13F -4,713 shares

    1.82% of the 13F portfolio, value $420,532.

    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 17,979 shares
    Change vs previous 13F +1,163 shares

    0.61% of the 13F portfolio, value $580,901.

    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 16,816 shares
    Change vs previous 13F -12,810 shares

    0.29% of the 13F portfolio, value $536,262.

    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 29,626 shares
    Change vs previous 13F -19,286 shares

    0.4% of the 13F portfolio, value $970,548.

    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 48,912 shares
    Change vs previous 13F -49,192 shares

    0.66% of the 13F portfolio, value $1,537,304.

    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 98,104 shares
    Change vs previous 13F -336,762 shares

    1.24% of the 13F portfolio, value $3,432,659.

    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 434,866 shares
    Change vs previous 13F -64,366 shares

    5.21% of the 13F portfolio, value $14,267,953.

    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 499,232 shares
    Change vs previous 13F not available

    5.39% of the 13F portfolio, value $16,839,095.

    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).