Beacon Capital Management Inc (Ohio)’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Buy	+4,596	New	+$123K	0.01%	61

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HSA

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MGIA

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

Beacon Capital Management Inc (Ohio) opened a new position in Schwab US Large- Cap ETF (SCHX) in Q1 2026: 4,596 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #61 among its holdings.

1,536 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 4,596 shares of Schwab US Large- Cap ETF worth $118K as of Q1 2026.
Schwab US Large- Cap ETF was a new Beacon Capital Management Inc (Ohio) position in Q1 2026.
Schwab US Large- Cap ETF made up 0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #61 holding.
1,536 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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