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BRASS TAX WEALTH MANAGEMENT, INC: SCHX position timeline

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

BRASS TAX WEALTH MANAGEMENT, INC held 14,964 SCHX 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 14,964 shares
    Change vs previous 13F -505,922 shares

    0.07% of the 13F portfolio, value $394,160.

    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 520,886 shares
    Change vs previous 13F +26,505 shares

    2.45% of the 13F portfolio, value $12,730,446.

    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 494,381 shares
    Change vs previous 13F -4,995 shares

    2.29% of the 13F portfolio, value $10,915,939.

    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 499,376 shares
    Change vs previous 13F +340,995 shares

    2.44% of the 13F portfolio, value $11,575,525.

    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 158,381 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $10,746,136.

    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).