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Disclosery

Bravera Wealth: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bravera Wealth on SCHD, newest first. How the timeline and the estimate are built.

Bravera Wealth held 107,824 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,824 shares
    Change vs previous 13F -1,325 shares

    1.31% of the 13F portfolio, value $3,419,099.

    13F-HR 0002126773-26-000003 filed by Bravera Wealth
    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 109,149 shares
    Change vs previous 13F -10,326 shares

    1.51% of the 13F portfolio, value $3,348,691.

    13F-HR 0002126773-26-000002 filed by Bravera Wealth
    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 119,475 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,277,199.

    13F-HR 0002126773-26-000001 filed by Bravera Wealth
    Filed (acceptance time not in the bulk data set), ingested

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