Skip to content
Disclosery

BROWN WEALTH MANAGEMENT, LLC: SCHA position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 0 SCHA shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -216,374 shares

    13F-HR 0001104659-26-011332 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 216,374 shares
    Change vs previous 13F -4,814 shares

    1.7% of the 13F portfolio, value $6,036,826.

    13F-HR 0001104659-25-106232 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 221,188 shares
    Change vs previous 13F +35,298 shares

    1.74% of the 13F portfolio, value $5,596,044.

    13F-HR 0001104659-25-076161 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 185,890 shares
    Change vs previous 13F -4,172 shares

    1.5% of the 13F portfolio, value $4,355,407.

    13F-HR 0001104659-25-045390 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 190,062 shares
    Change vs previous 13F +95,741 shares

    1.74% of the 13F portfolio, value $4,915,001.

    13F-HR 0001104659-25-013070 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 94,321 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $4,857,530.

    13F-HR 0001104659-24-118521 filed by BROWN WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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