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Disclosery

Northwest Capital Management Inc: SCHZ position timeline

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

Northwest Capital Management Inc held 7,277 SCHZ 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 7,277 shares
    Change vs previous 13F -7,593 shares

    0.74% of the 13F portfolio, value $170,063.

    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 14,870 shares
    Change vs previous 13F -35,365 shares

    0.37% of the 13F portfolio, value $348,999.

    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 50,235 shares
    Change vs previous 13F -92,791 shares

    0.63% of the 13F portfolio, value $1,167,461.

    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 143,026 shares
    Change vs previous 13F +36,547 shares

    1.36% of the 13F portfolio, value $3,312,482.

    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 106,479 shares
    Change vs previous 13F +7,383 shares

    1.04% of the 13F portfolio, value $2,417,073.

    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 99,096 shares
    Change vs previous 13F +63,814 shares

    1.7% of the 13F portfolio, value $4,709,042.

    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 35,282 shares
    Change vs previous 13F +34,962 shares

    0.59% of the 13F portfolio, value $1,608,154.

    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 320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,720.

    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).