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Disclosery

BCS Wealth Management: SCHD position timeline

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

BCS Wealth Management held 217,305 SCHD 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 217,305 shares
    Change vs previous 13F -6,658 shares

    1.24% of the 13F portfolio, value $6,890,860.

    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 223,963 shares
    Change vs previous 13F -238,824 shares

    1.4% of the 13F portfolio, value $6,871,274.

    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 462,787 shares
    Change vs previous 13F +175,410 shares

    1.28% of the 13F portfolio, value $12,694,473.

    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 287,377 shares
    Change vs previous 13F -22,385 shares

    1.77% of the 13F portfolio, value $7,845,504.

    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 309,762 shares
    Change vs previous 13F +32,576 shares

    1.77% of the 13F portfolio, value $8,209,000.

    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 277,186 shares
    Change vs previous 13F -8,108 shares

    1.99% of the 13F portfolio, value $7,750,000.

    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 285,294 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $7,794,000.

    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).