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Disclosery

BCWM, LLC: SCHV position timeline

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

BCWM, LLC held 66,012 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,012 shares
    Change vs previous 13F -2,375 shares

    0.67% of the 13F portfolio, value $2,297,878.

    13F-HR 0001542165-26-000003 filed by BCWM, LLC
    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 68,387 shares
    Change vs previous 13F -2,926 shares

    0.59% of the 13F portfolio, value $2,085,804.

    13F-HR 0001542165-26-000002 filed by BCWM, LLC
    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 71,313 shares
    Change vs previous 13F +3,000 shares

    0.63% of the 13F portfolio, value $2,111,578.

    13F-HR 0001542165-26-000001 filed by BCWM, LLC
    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 68,313 shares
    Change vs previous 13F +914 shares

    0.6% of the 13F portfolio, value $1,988,591.

    13F-HR 0001542165-25-000005 filed by BCWM, LLC
    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 67,399 shares
    Change vs previous 13F +136 shares

    0.59% of the 13F portfolio, value $1,864,930.

    13F-HR 0001542165-25-000003 filed by BCWM, LLC
    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 67,263 shares
    Change vs previous 13F -155,874 shares

    0.62% of the 13F portfolio, value $1,787,851.

    13F-HR 0001542165-25-000002 filed by BCWM, LLC
    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 223,137 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,817,182.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).