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Twele Capital Management, Inc.: SCHX position timeline

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

Twele Capital Management, Inc. held 37,972 SCHX 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 37,972 shares
    Change vs previous 13F -392 shares

    0.19% of the 13F portfolio, value $1,139,160.

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

  2. period ended2026-06-30
    13F 38,364 shares
    Change vs previous 13F -1,757 shares

    0.18% of the 13F portfolio, value $1,129,052.

    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 40,121 shares
    Change vs previous 13F +46 shares

    0.18% of the 13F portfolio, value $1,028,702.

    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 40,075 shares
    Change vs previous 13F -337 shares

    0.19% of the 13F portfolio, value $1,078,418.

    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 40,412 shares
    Change vs previous 13F -1,909 shares

    0.2% of the 13F portfolio, value $1,064,452.

    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 42,321 shares
    Change vs previous 13F -1,764 shares

    0.21% of the 13F portfolio, value $1,034,325.

    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 44,085 shares
    Change vs previous 13F +424 shares

    0.21% of the 13F portfolio, value $973,397.

    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 43,661 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,012,062.

    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).