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Twele Capital Management, Inc.: SCHR position timeline

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

Twele Capital Management, Inc. held 23,609 SCHR 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 23,609 shares
    Change vs previous 13F +528 shares

    0.09% of the 13F portfolio, value $559,534.

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

  2. period ended2026-06-30
    13F 23,081 shares
    Change vs previous 13F +2,104 shares

    0.09% of the 13F portfolio, value $569,178.

    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 20,977 shares
    Change vs previous 13F +111 shares

    0.09% of the 13F portfolio, value $522,538.

    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 20,866 shares
    Change vs previous 13F +394 shares

    0.09% of the 13F portfolio, value $523,320.

    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 20,472 shares
    Change vs previous 13F +911 shares

    0.09% of the 13F portfolio, value $514,462.

    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 19,561 shares
    Change vs previous 13F +370 shares

    0.1% of the 13F portfolio, value $489,612.

    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 19,191 shares
    Change vs previous 13F +487 shares

    0.1% of the 13F portfolio, value $477,089.

    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 18,704 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $454,321.

    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).