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 (SCHA). 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 | 359,359 | +164,357 | +84.3% | 1.03% | $10.2M | $28.48 |
| 2025 Q3 | REDUCED | 195,002 | -36,863 | -15.9% | 1.23% | $5.4M | $27.77 |
| 2025 Q2 | ADDED | 231,865 | +30,963 | +15.4% | 1.26% | $5.9M | $25.11 |
| 2025 Q1 | REDUCED | 200,902 | -15,392 | -7.1% | 1.21% | $4.7M | $23.17 |
| 2024 Q4 | ADDED | 216,294 | +101,370 | +88.2% | 1.39% | $5.6M | $25.52 |
| 2024 Q1 | REDUCED | 114,924 | -770 | -0.7% | 1.82% | $5.7M | $23.98 |
| 2023 Q4 | REDUCED | 115,694 | -1,795 | -1.5% | 2.01% | $5.5M | $22.96 |
| 2023 Q3 | REDUCED | 117,489 | -14,021 | -10.7% | 2.02% | $4.9M | $20.02 |
| 2023 Q1 | ADDED | 131,510 | +9,586 | +7.9% | 2.49% | $5.5M | $20.12 |
| 2022 Q4 | ADDED | 121,924 | +19,323 | +18.8% | 2.07% | $4.9M | $19.38 |
As of 2025 Q4 — sorted by position size