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Disclosery

Brand Asset Management Group, Inc.: SCHD position timeline

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

Brand Asset Management Group, Inc. held 29,657 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,657 shares
    Change vs previous 13F -2,213 shares

    0.21% of the 13F portfolio, value $940,437.

    13F-HR 0001765380-26-000353 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 31,870 shares
    Change vs previous 13F +1,643 shares

    0.25% of the 13F portfolio, value $977,785.

    13F-HR 0001765380-26-000198 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 30,227 shares
    Change vs previous 13F -1,289 shares

    0.23% of the 13F portfolio, value $829,138.

    13F-HR 0001765380-26-000102 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 31,516 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $860,398.

    13F-HR 0001765380-25-000474 filed by Brand Asset Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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