Beacon Capital Management Inc (Ohio)’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.7K	Buy	+1,073	New	+$26.9K	﹤0.01%	83
2023 Q2	–	Sell	-794	Closed	-$20K	–	82
2023 Q1	$20K	Buy	+794	New	+$19.8K	﹤0.01%	56

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ETC

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CWA

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MFT

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

Beacon Capital Management Inc (Ohio) opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q1 2026: 1,073 shares worth $26.7K. The stake represents ﹤0.01% of the portfolio and ranks #83 among its holdings. This is a return to the name: Beacon Capital Management Inc (Ohio) previously reported a position in SCHR as recently as Q1 2023.

Beacon Capital Management Inc (Ohio) first reported a position in SCHR in Q1 2023 and has held it in 2 quarters since. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 1,073 shares of Schwab Intermediately-Term US Treasury ETF worth $26.7K as of Q1 2026.
Schwab Intermediately-Term US Treasury ETF was a new Beacon Capital Management Inc (Ohio) position in Q1 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #83 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Schwab Intermediately-Term US Treasury ETF in Q1 2023 and has held it in 2 quarters since.
510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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