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Twele Capital Management, Inc.: SCHM position timeline

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

Twele Capital Management, Inc. held 18,103 SCHM 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 18,103 shares
    Change vs previous 13F -78 shares

    0.1% of the 13F portfolio, value $615,865.

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

  2. period ended2026-06-30
    13F 18,181 shares
    Change vs previous 13F -137 shares

    0.11% of the 13F portfolio, value $670,334.

    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 18,318 shares
    Change vs previous 13F -295 shares

    0.1% of the 13F portfolio, value $567,126.

    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 18,613 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $559,693.

    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 18,613 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $551,690.

    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 18,648 shares
    Change vs previous 13F +165 shares

    0.1% of the 13F portfolio, value $523,077.

    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 18,483 shares
    Change vs previous 13F +13 shares

    0.1% of the 13F portfolio, value $484,255.

    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 18,470 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $511,804.

    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).