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Disclosery

BCWM, LLC: SCHZ position timeline

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

BCWM, LLC held 85,669 SCHZ 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 85,669 shares
    Change vs previous 13F -2,261 shares

    0.58% of the 13F portfolio, value $1,981,524.

    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 87,930 shares
    Change vs previous 13F +1,253 shares

    0.58% of the 13F portfolio, value $2,041,735.

    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 86,677 shares
    Change vs previous 13F +3,213 shares

    0.61% of the 13F portfolio, value $2,025,641.

    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 83,464 shares
    Change vs previous 13F +10,362 shares

    0.59% of the 13F portfolio, value $1,958,900.

    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 73,102 shares
    Change vs previous 13F -5,199 shares

    0.54% of the 13F portfolio, value $1,698,890.

    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 78,301 shares
    Change vs previous 13F +2,604 shares

    0.63% of the 13F portfolio, value $1,813,451.

    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 75,697 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,718,322.

    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).