Ownership history in BCS Wealth Management Β· 21 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SCHWAB STRATEGIC TR (FNDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π BCS Wealth Management underperformed the S&P 500 by β5.6% annually on this FNDX position. Timing score: 90% (18/20 decisions correct). Average cost basis: $25.41. Maximum drawdown during holding period: β17.4%.
β Significantly underperformed the S&P 500 by 5.6% ann.
8 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
18 of 20 add/trim decisions correct
Best entry: $9.32 (2020 Q1) Β· Worst: $27.21 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
20 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BCS Wealth Management has been actively increasing its FNDX allocation β a bullish signal from insiders.
Currently 1.29% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size