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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
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

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