Skip to content
Disclosery

Twele Capital Management, Inc.: SCHZ position timeline

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

Twele Capital Management, Inc. held 60,806 SCHZ 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 60,806 shares
    Change vs previous 13F +842 shares

    0.22% of the 13F portfolio, value $1,343,819.

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

  2. period ended2026-06-30
    13F 59,964 shares
    Change vs previous 13F +2,955 shares

    0.23% of the 13F portfolio, value $1,386,974.

    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 57,009 shares
    Change vs previous 13F +2,084 shares

    0.24% of the 13F portfolio, value $1,323,755.

    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 54,925 shares
    Change vs previous 13F +1,077 shares

    0.23% of the 13F portfolio, value $1,283,604.

    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 53,848 shares
    Change vs previous 13F +2,706 shares

    0.23% of the 13F portfolio, value $1,263,819.

    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 51,142 shares
    Change vs previous 13F -712 shares

    0.24% of the 13F portfolio, value $1,188,547.

    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 51,854 shares
    Change vs previous 13F +299 shares

    0.25% of the 13F portfolio, value $1,200,945.

    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 51,555 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,170,305.

    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).