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Beacon Capital Management LLC (Tennessee)’s Schwab US REIT ETF SCHH Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-70
Closed -$1.48K – 830
2025
Q2 		$1.48K Buy
+70
New +$1.47K ﹤0.01% 944
2023
Q1 		– Sell
-101
Closed -$1.95K – 1000
2022
Q4 		$1.95K Buy
+101
New +$1.94K ﹤0.01% 798

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Beacon Capital Management LLC (Tennessee)'s SCHH Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Schwab US REIT ETF (SCHH) in Q3 2025, closing a stake of 70 shares — an estimated $1.48K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHH in Q4 2022 and held it in 2 quarters. The position peaked at $1.95K in Q4 2022. 539 funds tracked by Wall St. Rank hold SCHH as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Schwab US REIT ETF position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 70 Schwab US REIT ETF shares in Q3 2025, an estimated $1.48K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US REIT ETF in Q4 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Schwab US REIT ETF position peaked at $1.95K in Q4 2022.
  • 539 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.