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Disclosery

BCS Wealth Management: SCHR position timeline

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

BCS Wealth Management held 9,130 SCHR 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 9,130 shares
    Change vs previous 13F +73 shares

    0.04% of the 13F portfolio, value $225,135.

    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 9,057 shares
    Change vs previous 13F -9,123 shares

    0.05% of the 13F portfolio, value $225,613.

    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 18,180 shares
    Change vs previous 13F +9,182 shares

    0.05% of the 13F portfolio, value $455,928.

    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 8,998 shares
    Change vs previous 13F +667 shares

    0.05% of the 13F portfolio, value $226,112.

    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 8,331 shares
    Change vs previous 13F +70 shares

    0.04% of the 13F portfolio, value $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 8,261 shares
    Change vs previous 13F -901 shares

    0.05% of the 13F portfolio, value $205,000.

    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 9,162 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $223,000.

    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).