Skip to content
Disclosery

BCS Wealth Management: SCHF position timeline

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

BCS Wealth Management held 650,399 SCHF 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 650,399 shares
    Change vs previous 13F -15,882 shares

    3.25% of the 13F portfolio, value $18,016,133.

    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 666,281 shares
    Change vs previous 13F -645,634 shares

    3.37% of the 13F portfolio, value $16,490,575.

    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 1,311,915 shares
    Change vs previous 13F +658,747 shares

    3.19% of the 13F portfolio, value $31,538,497.

    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 653,168 shares
    Change vs previous 13F +11,777 shares

    3.43% of the 13F portfolio, value $15,205,799.

    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 641,391 shares
    Change vs previous 13F +135,946 shares

    3.05% of the 13F portfolio, value $14,175,000.

    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 505,445 shares
    Change vs previous 13F +44,863 shares

    2.57% of the 13F portfolio, value $9,998,000.

    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 460,582 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $8,521,000.

    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).