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BRASS TAX WEALTH MANAGEMENT, INC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BRASS TAX WEALTH MANAGEMENT, INC on SCHA, newest first. How the timeline and the estimate are built.

BRASS TAX WEALTH MANAGEMENT, INC held 28,496 SCHA shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 28,496 shares
    Change vs previous 13F +929 shares

    0.13% of the 13F portfolio, value $795,028.

    13F-HR 0002002603-25-000007 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 27,567 shares
    Change vs previous 13F +3,333 shares

    0.13% of the 13F portfolio, value $697,454.

    13F-HR 0002002603-25-000004 filed by BRASS TAX WEALTH 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 ended2025-03-31
    13F 24,234 shares
    Change vs previous 13F -2,293 shares

    0.12% of the 13F portfolio, value $567,811.

    13F-HR 0002002603-25-000003 filed by BRASS TAX WEALTH 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 ended2024-12-31
    13F 26,527 shares
    Change vs previous 13F +13,379 shares

    0.14% of the 13F portfolio, value $685,995.

    13F-HR 0002002603-25-000002 filed by BRASS TAX WEALTH 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 ended2024-09-30
    13F/A 13,148 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $677,118.

    13F-HR/A 0002002603-25-000001 filed by BRASS TAX WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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