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Disclosery

BCS Wealth Management: SCHE position timeline

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

BCS Wealth Management held 37,574 SCHE 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 37,574 shares
    Change vs previous 13F +396 shares

    0.25% of the 13F portfolio, value $1,362,443.

    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 37,178 shares
    Change vs previous 13F -40,134 shares

    0.25% of the 13F portfolio, value $1,225,034.

    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 77,312 shares
    Change vs previous 13F +40,120 shares

    0.26% of the 13F portfolio, value $2,532,012.

    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 37,192 shares
    Change vs previous 13F -3,999 shares

    0.28% of the 13F portfolio, value $1,241,147.

    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 41,191 shares
    Change vs previous 13F +3,854 shares

    0.27% of the 13F portfolio, value $1,242,000.

    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 37,337 shares
    Change vs previous 13F -3,060 shares

    0.26% of the 13F portfolio, value $1,029,000.

    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 40,397 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,076,000.

    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).