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Disclosery

BCS Wealth Management: SCHC position timeline

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

BCS Wealth Management held 60,795 SCHC 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 60,795 shares
    Change vs previous 13F -992 shares

    0.53% of the 13F portfolio, value $2,925,493.

    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 61,787 shares
    Change vs previous 13F -64,253 shares

    0.59% of the 13F portfolio, value $2,887,951.

    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 126,040 shares
    Change vs previous 13F +57,739 shares

    0.58% of the 13F portfolio, value $5,738,625.

    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 68,301 shares
    Change vs previous 13F +11 shares

    0.7% of the 13F portfolio, value $3,108,416.

    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 68,290 shares
    Change vs previous 13F +16,864 shares

    0.63% of the 13F portfolio, value $2,908,000.

    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 51,426 shares
    Change vs previous 13F +8,952 shares

    0.47% of the 13F portfolio, value $1,845,000.

    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 42,474 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,458,000.

    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).