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BRASS TAX WEALTH MANAGEMENT, INC: SCHD position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 54,837 SCHD 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 54,837 shares
    Change vs previous 13F -448,572 shares

    0.25% of the 13F portfolio, value $1,497,057.

    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 503,409 shares
    Change vs previous 13F +15,858 shares

    2.57% of the 13F portfolio, value $13,340,326.

    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 487,551 shares
    Change vs previous 13F +15,542 shares

    2.86% of the 13F portfolio, value $13,631,924.

    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 472,009 shares
    Change vs previous 13F +310,833 shares

    2.71% of the 13F portfolio, value $12,895,295.

    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 161,176 shares
    Change vs previous 13F +133,701 shares

    2.92% of the 13F portfolio, value $13,624,166.

    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).

  6. period ended2024-06-30
    13F/A 27,475 shares
    Change vs previous 13F +19,785 shares

    0.42% of the 13F portfolio, value $2,136,442.

    13F-HR 0002002603-24-000002 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).

  7. period ended2024-03-31
    13F 7,690 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $620,045.

    13F-HR 0002002603-24-000001 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).