Ownership history in BCS Wealth Management · 22 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 462,787 | +175,410 | +61.0% | 1.28% | $12.7M | $27.43 |
| 2025 Q3 | REDUCED | 287,377 | -22,385 | -7.2% | 1.77% | $7.8M | $27.02 |
| 2025 Q2 | ADDED | 309,762 | +32,576 | +11.8% | 1.77% | $8.2M | $25.98 |
| 2025 Q1 | REDUCED | 277,186 | -8,108 | -2.8% | 1.99% | $7.8M | $27.15 |
| 2024 Q4 | ADDED | 285,294 | +186,133 | +187.7% | 1.94% | $7.8M | $26.29 |
| 2024 Q1 | REDUCED | 99,161 | -2,313 | -2.3% | 2.56% | $8.0M | $25.13 |
| 2023 Q4 | ADDED | 101,474 | +2,241 | +2.3% | 2.84% | $7.7M | $23.54 |
| 2023 Q3 | REDUCED | 99,233 | -8,290 | -7.7% | 2.92% | $7.0M | $21.66 |
| 2023 Q1 | REDUCED | 107,523 | -34,994 | -24.6% | 3.55% | $7.9M | $21.99 |
| 2022 Q4 | REDUCED | 142,517 | -2,601 | -1.8% | 4.51% | $10.8M | $22.52 |
As of 2025 Q4 — sorted by position size