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Disclosery

BCS Wealth Management: SCHB position timeline

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

BCS Wealth Management held 121,906 SCHB 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 121,906 shares
    Change vs previous 13F +3,587 shares

    0.64% of the 13F portfolio, value $3,530,422.

    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 118,319 shares
    Change vs previous 13F -151,563 shares

    0.61% of the 13F portfolio, value $2,969,858.

    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 269,882 shares
    Change vs previous 13F +128,741 shares

    0.71% of the 13F portfolio, value $7,079,024.

    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 141,141 shares
    Change vs previous 13F +11,691 shares

    0.82% of the 13F portfolio, value $3,628,757.

    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 129,450 shares
    Change vs previous 13F -352 shares

    0.66% of the 13F portfolio, value $3,085,000.

    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 129,802 shares
    Change vs previous 13F -10,886 shares

    0.72% of the 13F portfolio, value $2,795,000.

    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 140,688 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,194,000.

    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).