Bcs Wealth Management Purchases in Q4 2024

Bcs Wealth Management

  • $402 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51.1K
New
$521.84 - $558.82 $26.6M - $28.5M
51.1K $27.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
746K
New
$22.4 - $68.28 $16.7M - $50.9M
746K $17.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
461K
New
$18.41 - $40.87 $8.48M - $18.8M
461K $8.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
285K
New
$26.93 - $84.95 $7.68M - $24.2M
285K $7.79M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
59K
New
$96.64 - $101.23 $5.7M - $5.97M
59K $5.71M
SCHA
Schwab Strategic Tr Us Small C

ETFs
216K
New
$25.33 - $51.16 $5.48M - $11.1M
216K $5.59M
VUG
Vanguard Growth ETF

ETFs
12.5K
New
$378.79 - $428.11 $4.74M - $5.36M
12.5K $5.14M
VTV
Vanguard Value ETF

ETFs
27.9K
New
$168.32 - $181.87 $4.69M - $5.07M
27.9K $4.72M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
58K
New
$67.29 - $73.38 $3.9M - $4.25M
58K $3.94M
LLY
Eli Lilly & CO

Healthcare
5.08K
New
$727.2 - $932.06 $3.69M - $4.73M
5.08K $3.92M
AAPL
Apple Inc.

Technology
11.3K
+ 49.25%
$221.69 - $259.02 $2.5M - $2.92M
34.1K $8.54M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
141K
New
$22.01 - $66.82 $3.1M - $9.4M
141K $3.19M
Invesco Exch Trd Slf Idx Fd
153K
+ 238.57%
N/A
218K $4.4M
RGLD
Royal Gold Inc

Basic Materials
20.6K
New
$131.05 - $154.26 $2.71M - $3.18M
20.6K $2.72M
MSFT
Microsoft Corp

Technology
6.07K
New
$406.35 - $454.46 $2.46M - $2.76M
6.07K $2.56M
FNDX
Schwab Fundamental U S Large C

ETFs
97.9K
New
$23.49 - $71.77 $2.3M - $7.03M
97.9K $2.32M
VXF
Vanguard Extended Market ETF

ETFs
11.9K
New
$179.17 - $207.15 $2.13M - $2.46M
11.9K $2.25M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
79.9K
New
$27.54 - $83.04 $2.2M - $6.64M
79.9K $2.22M
VB
Vanguard Small Cap ETF

ETFs
8.63K
New
$233.76 - $261.58 $2.02M - $2.26M
8.63K $2.07M
SCHV
Schwab Strategic Tr Us Large C

ETFs
73.4K
New
$25.79 - $80.4 $1.89M - $5.9M
73.4K $1.92M
PG
Procter & Gamble CO

Consumer Defensive
11.2K
New
$161.05 - $179.7 $1.8M - $2.01M
11.2K $1.88M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
45.1K
New
$40.97 - $42.66 $1.85M - $1.92M
45.1K $1.87M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
17.3K
New
$105.45 - $117.99 $1.83M - $2.04M
17.3K $1.84M
SPYG
Spdr Portfolio

ETFs
12.7K
+ 13.35%
$81.74 - $91.38 $1.03M - $1.16M
107K $9.44M
AMZN
Amazon Com Inc

Consumer Cyclical
5.31K
+ 55.09%
$180.88 - $232.93 $960K - $1.24M
14.9K $3.28M
SCHC
Schwab Strategic Tr Intl Small

ETFs
42.5K
New
$33.93 - $38.37 $1.44M - $1.63M
42.5K $1.46M
PH
Parker Hannifin Corp

Industrials
2.22K
New
$621.74 - $709.46 $1.38M - $1.58M
2.22K $1.41M
SHW
Sherwin Williams CO

Basic Materials
3.74K
New
$338.75 - $399.71 $1.27M - $1.49M
3.74K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
21.1K
New
$58.88 - $64.8 $1.24M - $1.37M
21.1K $1.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
27.9K
New
$44.04 - $49.49 $1.23M - $1.38M
27.9K $1.23M
PFE
Pfizer Inc

Healthcare
45.7K
New
$24.8 - $30.19 $1.13M - $1.38M
45.7K $1.21M
Invesco Exch Trd Slf Idx Fd
73.6K
+ 21.94%
N/A
409K $8.43M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
17K
+ 16.69%
$77.86 - $79.27 $1.32M - $1.35M
119K $9.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
42.3K
New
$25.93 - $105.3 $1.1M - $4.45M
42.3K $1.18M
CL
Colgate Palmolive CO

Consumer Defensive
12.8K
New
$90.22 - $102.31 $1.15M - $1.31M
12.8K $1.16M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
40.4K
New
$26.63 - $30.23 $1.08M - $1.22M
40.4K $1.08M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
58K
+ 18.51%
$19.42 - $19.76 $1.13M - $1.15M
371K $7.24M
VBR
Vanguard Small Cap Value ETF

ETFs
5.2K
New
$197.36 - $217.3 $1.03M - $1.13M
5.2K $1.03M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
21.7K
New
$45.07 - $47.1 $979K - $1.02M
21.7K $981K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
24K
+ 16.22%
$51.09 - $55.27 $1.22M - $1.33M
172K $8.78M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
57.3K
+ 32.18%
$18.28 - $18.87 $1.05M - $1.08M
235K $4.32M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
40.4K
New
$22.63 - $47.53 $914K - $1.92M
40.4K $917K
BSCU
Invesco Exc Self Ind Tr

ETFs
62.1K
+ 32.74%
$16.32 - $16.99 $1.01M - $1.06M
252K $4.12M
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.98K
New
$124.26 - $134.12 $867K - $936K
6.98K $898K
VBK
Vanguard Small Cap Growth ETF

ETFs
3.09K
New
$264.18 - $304.19 $815K - $939K
3.09K $864K
IVV
Ishares Core S&P 500 ETF

ETFs
1.41K
New
$570.51 - $610.59 $804K - $860K
1.41K $830K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
46.1K
+ 19.23%
$20.08 - $20.61 $925K - $949K
286K $5.75M
WMT
Walmart Inc.

Consumer Defensive
9.03K
New
$79.1 - $95.7 $714K - $864K
9.03K $816K
MAR
Marriott International Inc

Consumer Cyclical
2.84K
New
$246.06 - $292.59 $699K - $832K
2.84K $793K
Activity Summary
Buys All Purchases 158 New Holdings 103 Increased Positions 55 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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