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BRASS TAX WEALTH MANAGEMENT, INC: SCHG position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 1,057,059 SCHG 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 1,057,059 shares
    Change vs previous 13F +263,598 shares

    5.61% of the 13F portfolio, value $33,730,747.

    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 793,461 shares
    Change vs previous 13F +34,280 shares

    4.46% of the 13F portfolio, value $23,177,008.

    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 759,181 shares
    Change vs previous 13F +33,999 shares

    3.99% of the 13F portfolio, value $19,009,887.

    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 725,182 shares
    Change vs previous 13F +546,727 shares

    4.25% of the 13F portfolio, value $20,210,826.

    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 178,455 shares
    Change vs previous 13F +141,191 shares

    3.98% of the 13F portfolio, value $18,591,421.

    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 37,264 shares
    Change vs previous 13F +18,132 shares

    0.74% of the 13F portfolio, value $3,757,708.

    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 19,132 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,773,958.

    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).