Beacon Capital Management Inc (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-843	Closed	-$20K	–	108
2022 Q2	$20K	Buy	+843	New	+$21.4K	﹤0.01%	55
2018 Q3	–	Sell	-135	Closed	-$2K	–	71
2018 Q2	$2K	Buy	+135	New	+$2.22K	﹤0.01%	66
2015 Q4	–	Sell	-24	Closed	–	–	355
2015 Q3	$0	Buy	+24	New	+$300	﹤0.01%	279

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CSIA

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WANY

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SCHD Position: Q3 2022 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 843 shares — an estimated $20K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SCHD in Q3 2015 and held it in 3 quarters. The position peaked at $20K in Q2 2022. 1,162 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

Beacon Capital Management Inc (Ohio) reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 843 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $20K.
Beacon Capital Management Inc (Ohio) first reported a position in Schwab US Dividend Equity ETF in Q3 2015 and held it in 3 quarters.
Beacon Capital Management Inc (Ohio)'s Schwab US Dividend Equity ETF position peaked at $20K in Q2 2022.
1,162 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2022, filed 11 Oct 2022.