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Disclosery

BCS Wealth Management: SCHZ position timeline

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

BCS Wealth Management held 54,160 SCHZ 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 54,160 shares
    Change vs previous 13F -4,245 shares

    0.23% of the 13F portfolio, value $1,252,728.

    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 58,405 shares
    Change vs previous 13F -54,257 shares

    0.28% of the 13F portfolio, value $1,356,170.

    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 112,662 shares
    Change vs previous 13F +51,031 shares

    0.27% of the 13F portfolio, value $2,632,922.

    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 61,631 shares
    Change vs previous 13F +8,403 shares

    0.33% of the 13F portfolio, value $1,446,484.

    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 53,228 shares
    Change vs previous 13F +13,643 shares

    0.27% of the 13F portfolio, value $1,237,000.

    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 39,585 shares
    Change vs previous 13F -795 shares

    0.24% of the 13F portfolio, value $917,000.

    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 40,380 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $917,000.

    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).