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Disclosery

Northwest Capital Management Inc: SCHX position timeline

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

Northwest Capital Management Inc held 23,875 SCHX 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 23,875 shares
    Change vs previous 13F -287,764 shares

    2.78% of the 13F portfolio, value $642,490.

    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 311,639 shares
    Change vs previous 13F -98,543 shares

    8.63% of the 13F portfolio, value $8,208,570.

    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 410,182 shares
    Change vs previous 13F -261,309 shares

    5.43% of the 13F portfolio, value $10,024,837.

    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 671,491 shares
    Change vs previous 13F -43,229 shares

    6.09% of the 13F portfolio, value $14,826,529.

    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 714,720 shares
    Change vs previous 13F +449,597 shares

    7.1% of the 13F portfolio, value $16,567,200.

    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 265,123 shares
    Change vs previous 13F +4,666 shares

    6.48% of the 13F portfolio, value $17,988,583.

    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 260,457 shares
    Change vs previous 13F -62,597 shares

    6.11% of the 13F portfolio, value $16,734,388.

    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 323,054 shares
    Change vs previous 13F not available

    6.42% of the 13F portfolio, value $20,048,738.

    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).