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Disclosery

BCS Wealth Management: SCHA position timeline

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

BCS Wealth Management held 166,639 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 166,639 shares
    Change vs previous 13F -6,618 shares

    1.08% of the 13F portfolio, value $6,020,731.

    13F-HR 0001798172-26-000003 filed by BCS 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 173,257 shares
    Change vs previous 13F -186,102 shares

    1.03% of the 13F portfolio, value $5,038,357.

    13F-HR 0001798172-26-000002 filed by BCS 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 359,359 shares
    Change vs previous 13F +164,357 shares

    1.03% of the 13F portfolio, value $10,234,585.

    13F-HR 0001798172-26-000001 filed by BCS 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 195,002 shares
    Change vs previous 13F -36,863 shares

    1.23% of the 13F portfolio, value $5,440,598.

    13F-HR 0001798172-25-000007 filed by BCS Wealth Management
    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 231,865 shares
    Change vs previous 13F +30,963 shares

    1.26% of the 13F portfolio, value $5,866,000.

    13F-HR 0001798172-25-000004 filed by BCS Wealth Management
    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 200,902 shares
    Change vs previous 13F -15,392 shares

    1.21% of the 13F portfolio, value $4,707,000.

    13F-HR 0001798172-25-000003 filed by BCS Wealth Management
    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 216,294 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,593,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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