Beacon Capital Management LLC (Tennessee)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,706	Closed	-$47.2K	–	835
2025 Q2	$47.2K	Sell	1,706 -96	-5%	-$2.52K	0.01%	341
2025 Q1	$47.9K	Buy	1,802 +9	+0.5%	+$242	0.01%	323
2024 Q4	$46.7K	Buy	1,793 +8	+0.4%	+$216	0.01%	313
2024 Q3	$47.8K	Buy	1,785 +3	+0.2%	+$77	0.01%	332
2024 Q2	$44K	Hold	1,782	–	–	0.01%	303
2024 Q1	$45.1K	Hold	1,782	–	–	0.01%	309
2023 Q4	$38.3K	Hold	1,782	–	–	0.01%	267
2023 Q3	$39.9K	Hold	1,782	–	–	0.01%	284
2023 Q2	$39.9K	Hold	1,782	–	–	0.01%	284
2023 Q1	$39K	Hold	1,782	–	–	0.01%	263
2022 Q4	$39.2K	Sell	1,782 -129	-7%	-$2.79K	0.01%	261
2022 Q3	$40K	Hold	1,911	–	–	0.01%	240
2022 Q2	$46K	Hold	1,911	–	–	0.01%	252
2022 Q1	$46K	Buy	+1,911	New	+$45.2K	0.01%	252

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee) sold out of Schwab US Large-Cap Value ETF (SCHV) in Q3 2025, closing a stake of 1,706 shares — an estimated $47.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHV in Q1 2022 and held it in 14 quarters. The position peaked at $47.9K in Q1 2025. 865 funds tracked by Wall St. Rank hold SCHV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Schwab US Large-Cap Value ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,706 Schwab US Large-Cap Value ETF shares in Q3 2025, an estimated $47.2K.
Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US Large-Cap Value ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Schwab US Large-Cap Value ETF position peaked at $47.9K in Q1 2025.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q3 2025.

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