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BCS Wealth Management → HTO

BCS Wealth Management HTO Position History

H2O America • Industrials

Quarters held
4
Latest value
$10M
Q3 2026
Peak value
$21.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$21.5M
Q1 2026$10.4M
Q2 2026$10.3M
Q3 2026$10M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$10M513.3K——
Q2 2026$10.3M529.6K——
Q1 2026$10.4M532.8K——
Q4 2025$21.5M1.10M——

Other funds holding HTO

Other BCS Wealth Management positions

VGES

VANGUARD INDEX FDS

$95.2M
VGES

VANGUARD INDEX FDS

$62.4M
VGES

VANGUARD INDEX FDS

$57.5M
VGES

VANGUARD INDEX FDS

$48.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$36.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.5M
PG

PROCTER AND GAMBLE CO

$27.6M
ETHA

ISHARES TR

$24.7M
BCS Wealth Management HTO Holdings: 13F Position History | Track13F