Beacon Capital Management Inc (Ohio)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.6K	Buy	1,879 +1,839	+4,598%	+$55.1K	﹤0.01%	73
2025 Q4	$1.14K	Hold	40	–	–	﹤0.01%	111
2025 Q3	$1.12K	Hold	40	–	–	﹤0.01%	121
2025 Q2	$1.01K	Buy	+40	New	+$946	﹤0.01%	89
2024 Q1	–	Sell	-40	Closed	-$945	–	56
2023 Q4	$945	Hold	40	–	–	﹤0.01%	60
2023 Q3	$828	Hold	40	–	–	﹤0.01%	53
2023 Q2	$876	Sell	40 -650	-94%	-$13.5K	﹤0.01%	55
2023 Q1	$14.5K	Buy	690 +618	+858%	+$13.3K	﹤0.01%	64
2022 Q4	$1.46K	Buy	72 +32	+80%	+$656	﹤0.01%	78
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	71
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	98
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	69
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	61
2021 Q3	$1K	Buy	+40	New	+$1.02K	﹤0.01%	86
2021 Q2	–	Sell	-40	Closed	-$1K	–	50
2021 Q1	$1K	Hold	40	–	–	﹤0.01%	55
2020 Q4	$1K	Hold	40	–	–	﹤0.01%	75
2020 Q3	$1K	Hold	40	–	–	﹤0.01%	94
2020 Q2	$1K	Hold	40	–	–	﹤0.01%	60
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	98
2019 Q4	$1K	Hold	40	–	–	﹤0.01%	52
2019 Q3	$1K	Hold	40	–	–	﹤0.01%	53
2019 Q2	$1K	Hold	40	–	–	﹤0.01%	82
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	62
2018 Q4	$1K	Hold	40	–	–	﹤0.01%	52
2018 Q3	$1K	Hold	40	–	–	﹤0.01%	55
2018 Q2	$1K	Hold	40	–	–	﹤0.01%	69
2018 Q1	$1K	Hold	40	–	–	﹤0.01%	71
2017 Q4	$1K	Hold	40	–	–	﹤0.01%	88
2017 Q3	$1K	Buy	+40	New	+$643	﹤0.01%	63

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SCHA Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4,598% in Q1 2026, buying an estimated $55.1K and bringing the position to 1,879 shares worth $54.6K. The position accounts for ﹤0.01% of the portfolio, ranked #73.

Beacon Capital Management Inc (Ohio) first reported a position in SCHA in Q3 2017 and has held it in 29 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 1,879 shares of Schwab U.S Small- Cap ETF worth $54.6K as of Q1 2026.
Beacon Capital Management Inc (Ohio) bought 1,839 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $55.1K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #73 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and has held it in 29 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.