Ownership history in BCS Wealth Management Β· 22 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in SCHWAB STRATEGIC TR (SCHX). 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 outperformed the S&P 500 by +-0.0% annually on this SCHX position. Timing score: 48% (10/21 decisions correct). Average cost basis: $23.02. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 21 add/trim decisions correct
Best entry: $9.40 (2020 Q1) Β· Worst: $26.91 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 8 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.65% 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