Skip to content
Disclosery

BROWN WEALTH MANAGEMENT, LLC: SCHO position timeline

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

BROWN WEALTH MANAGEMENT, LLC held 409,958 SCHO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,958 shares
    Change vs previous 13F +12,930 shares

    2.21% of the 13F portfolio, value $9,896,379.

    13F-HR 0001104659-26-084985 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).

  2. period ended2026-03-31
    13F 397,028 shares
    Change vs previous 13F +11,866 shares

    2.48% of the 13F portfolio, value $9,635,879.

    13F-HR 0001104659-26-041337 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 ended2025-12-31
    13F 385,162 shares
    Change vs previous 13F -97,054 shares

    2.47% of the 13F portfolio, value $9,386,397.

    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).

  4. period ended2025-09-30
    13F 482,216 shares
    Change vs previous 13F +59,366 shares

    3.3% of the 13F portfolio, value $11,766,072.

    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).

  5. period ended2025-06-30
    13F 422,850 shares
    Change vs previous 13F -113,341 shares

    3.2% of the 13F portfolio, value $10,309,083.

    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).

  6. period ended2025-03-31
    13F 536,191 shares
    Change vs previous 13F +6,759 shares

    4.49% of the 13F portfolio, value $13,050,885.

    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).

  7. period ended2024-12-31
    13F 529,432 shares
    Change vs previous 13F +284,664 shares

    4.52% of the 13F portfolio, value $12,738,145.

    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).

  8. period ended2024-09-30
    13F 244,768 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $11,988,727.

    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).