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Twele Capital Management, Inc.: SCHA position timeline

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

Twele Capital Management, Inc. held 29,787 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,787 shares
    Change vs previous 13F -345 shares

    0.16% of the 13F portfolio, value $971,957.

    13F-HR 0001411268-26-000006 filed by Twele Capital Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,132 shares
    Change vs previous 13F -1,075 shares

    0.18% of the 13F portfolio, value $1,088,678.

    13F-HR 0001411268-26-000004 filed by Twele 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 ended2026-03-31
    13F 31,207 shares
    Change vs previous 13F -84 shares

    0.16% of the 13F portfolio, value $907,506.

    13F-HR 0001411268-26-000003 filed by Twele 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 ended2025-12-31
    13F 31,291 shares
    Change vs previous 13F -275 shares

    0.16% of the 13F portfolio, value $891,174.

    13F-HR 0001411268-26-000002 filed by Twele 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 ended2025-09-30
    13F 31,566 shares
    Change vs previous 13F -423 shares

    0.16% of the 13F portfolio, value $880,698.

    13F-HR 0001411268-25-000009 filed by Twele 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 ended2025-06-30
    13F 31,989 shares
    Change vs previous 13F +840 shares

    0.16% of the 13F portfolio, value $809,328.

    13F-HR 0001411268-25-000006 filed by Twele 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 ended2025-03-31
    13F 31,149 shares
    Change vs previous 13F +132 shares

    0.15% of the 13F portfolio, value $729,827.

    13F-HR 0001411268-25-000004 filed by Twele 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 ended2024-12-31
    13F 31,017 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $802,106.

    13F-HR 0001411268-25-000003 filed by Twele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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