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Brickley Wealth Management: SCHC position timeline

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

Brickley Wealth Management held 4,856 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,856 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $233,659.

    13F-HR 0001712533-26-000007 filed by Brickley Wealth Management
    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 4,816 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $225,088.

    13F-HR 0001712533-26-000005 filed by Brickley Wealth Management
    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 4,911 shares
    Change vs previous 13F +287 shares

    0.04% of the 13F portfolio, value $223,587.

    13F-HR 0001712533-26-000003 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,624 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $210,453.

    13F-HR 0001712533-25-000018 filed by Brickley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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