BCMLT
SCHB icon

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

Beacon Capital Management LLC (Tennessee)’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
2026
Q2 		$962K Buy
33,208
+3
+0% +$84 0.14% 66
2026
Q1 		$833K Buy
33,205
+4
+0% +$105 0.15% 61
2025
Q4 		$871K Buy
33,201
+4,258
+15% +$111K 0.14% 51
2025
Q3 		$744K Buy
28,943
+27,720
+2,267% +$686K 0.11% 49
2025
Q2 		$29.1K Buy
1,223
+3
+0.2% +$66 ﹤0.01% 429
2025
Q1 		$26.3K Buy
1,220
+4
+0.3% +$91 ﹤0.01% 427
2024
Q4 		$27.6K Buy
1,216
+1
+0.1% +$23 ﹤0.01% 410
2024
Q3 		$26.9K Hold
1,215
– – ﹤0.01% 431
2024
Q2 		$25.5K Buy
1,215
+15
+1% +$304 ﹤0.01% 411
2024
Q1 		$24.4K Hold
1,200
– – 0.01% 419
2023
Q4 		$19.9K Hold
1,200
– – 0.01% 378
2023
Q3 		$20.7K Hold
1,200
– – 0.01% 404
2023
Q2 		$20.7K Hold
1,200
– – 0.01% 404
2023
Q1 		$19.1K Sell
1,200
-2,100
-64% -$32.8K 0.01% 367
2022
Q4 		$49.3K Buy
3,300
+2,100
+175% +$31.6K 0.02% 221
2022
Q3 		$18K Hold
1,200
– – 0.01% 368
2022
Q2 		$21K Hold
1,200
– – 0.01% 384
2022
Q1 		$21K Buy
+1,200
New +$21.1K 0.01% 384

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHB Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Schwab US Broad Market ETF (SCHB) stake by 0.01% in Q2 2026, buying an estimated $84 and bringing the position to 33,208 shares worth $962K. The position accounts for 0.14% of the portfolio, ranked #66.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHB in Q1 2022 and has held it in 18 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 33,208 shares of Schwab US Broad Market ETF worth $962K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 3 Schwab US Broad Market ETF shares in Q2 2026, an estimated $84.
  • Schwab US Broad Market ETF made up 0.14% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #66 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US Broad Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.