Skip to content
Disclosery

BCS Wealth Management: SCHX position timeline

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

BCS Wealth Management held 679,092 SCHX 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 679,092 shares
    Change vs previous 13F +658 shares

    3.6% of the 13F portfolio, value $19,985,592.

    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 678,434 shares
    Change vs previous 13F -666,366 shares

    3.55% of the 13F portfolio, value $17,394,948.

    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 1,344,800 shares
    Change vs previous 13F +671,264 shares

    3.65% of the 13F portfolio, value $36,188,524.

    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 673,536 shares
    Change vs previous 13F -125,494 shares

    4% of the 13F portfolio, value $17,740,831.

    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 799,030 shares
    Change vs previous 13F +127,347 shares

    4.2% of the 13F portfolio, value $19,528,000.

    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 671,683 shares
    Change vs previous 13F -74,398 shares

    3.81% of the 13F portfolio, value $14,831,000.

    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 746,081 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $17,294,000.

    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).