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Beacon Capital Management Inc (Ohio)’s Schwab US Broad Market ETF SCHB Stock Holding History

Beacon Capital Management Inc (Ohio)’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-738
Closed -$8K – 70
2018
Q2 		$8K Buy
+738
New +$8.07K ﹤0.01% 56

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Beacon Capital Management Inc (Ohio)'s SCHB Position: Q3 2018 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab US Broad Market ETF (SCHB) in Q3 2018, closing a stake of 738 shares — an estimated $8K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SCHB in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 475 funds tracked by Wall St. Rank hold SCHB as of Q3 2018.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab US Broad Market ETF position as of Q3 2018 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 738 Schwab US Broad Market ETF shares in Q3 2018, an estimated $8K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab US Broad Market ETF in Q2 2018 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab US Broad Market ETF position peaked at $8K in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2018.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2018, filed 16 Oct 2018.