Skip to content
Disclosery

Burt Wealth Advisors: SCHA position timeline

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

Burt Wealth Advisors held 604,103 SCHA shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 604,103 shares
    Change vs previous 13F +2,411 shares

    4.14% of the 13F portfolio, value $16,854,469.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    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 601,692 shares
    Change vs previous 13F +2,683 shares

    3.48% of the 13F portfolio, value $15,222,795.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    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 599,009 shares
    Change vs previous 13F +6,694 shares

    3.52% of the 13F portfolio, value $14,034,773.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    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 592,315 shares
    Change vs previous 13F +297,373 shares

    3.89% of the 13F portfolio, value $15,317,278.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    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 294,942 shares
    Change vs previous 13F -5,376 shares

    3.74% of the 13F portfolio, value $15,189,521.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 300,318 shares
    Change vs previous 13F -24,225 shares

    3.76% of the 13F portfolio, value $14,250,097.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 324,543 shares
    Change vs previous 13F +21,498 shares

    4.05% of the 13F portfolio, value $15,980,485.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 303,045 shares
    Change vs previous 13F not available

    4.09% of the 13F portfolio, value $14,315,862.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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