Skip to content
Disclosery

BCS Wealth Management: SCHV position timeline

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

BCS Wealth Management held 66,329 SCHV 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 66,329 shares
    Change vs previous 13F +1,999 shares

    0.42% of the 13F portfolio, value $2,308,898.

    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 64,330 shares
    Change vs previous 13F -67,628 shares

    0.4% of the 13F portfolio, value $1,962,084.

    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 131,958 shares
    Change vs previous 13F +60,489 shares

    0.39% of the 13F portfolio, value $3,907,246.

    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 71,469 shares
    Change vs previous 13F -13,585 shares

    0.47% of the 13F portfolio, value $2,080,451.

    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 85,054 shares
    Change vs previous 13F +10,984 shares

    0.51% of the 13F portfolio, value $2,353,000.

    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 74,070 shares
    Change vs previous 13F +626 shares

    0.51% of the 13F portfolio, value $1,969,000.

    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 73,444 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,915,000.

    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).