Beacon Capital Management LLC (Tennessee)’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Buy |
1,223
+3
| +0.2% | +$71 | ﹤0.01% | 429 |
|
|
2025
Q1 | $26.3K | Buy |
1,220
+4
| +0.3% | +$86 | ﹤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% | +$314 | ﹤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% | -$33.5K | 0.01% | 367 |
|
|
2022
Q4 | $49.3K | Buy |
3,300
+2,100
| +175% | +$31.4K | 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 | +$21K | 0.01% | 384 |
|