Beacon Capital Management LLC (Tennessee)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Buy |
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|
2025
Q2 | $196K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $185K | Buy |
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|
2024
Q3 | $180K | Buy |
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|
2024
Q2 | $170K | Buy |
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|
2024
Q1 | $156K | Sell |
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|
2023
Q4 | $146K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $151K | Hold |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $169K | Hold |
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|
2022
Q1 | $169K | Buy |
|