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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
Q2 		– Sell
-4,596
Closed -$118K – 142
2026
Q1 		$118K Buy
+4,596
New +$123K 0.01% 61

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Beacon Capital Management Inc (Ohio)'s SCHX Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) sold out of Schwab US Large- Cap ETF (SCHX) in Q2 2026, closing a stake of 4,596 shares — an estimated $118K sold.

Beacon Capital Management Inc (Ohio) first reported a position in SCHX in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 1,608 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beacon Capital Management Inc (Ohio) reported no remaining Schwab US Large- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 4,596 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $118K.
  • Beacon Capital Management Inc (Ohio) first reported a position in Schwab US Large- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s Schwab US Large- Cap ETF position peaked at $118K in Q1 2026.
  • 1,608 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.