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

Beacon Capital Management LLC (Tennessee)’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Sell
8,098
-6,790
-46% -$194K 0.03% 154
2026
Q1 		$382K Sell
14,888
-5,626
-27% -$151K 0.07% 114
2025
Q4 		$552K Buy
20,514
+12,482
+155% +$333K 0.09% 73
2025
Q3 		$212K Buy
8,032
+21
+0.3% +$533 0.03% 130
2025
Q2 		$196K Buy
8,011
+23
+0.3% +$520 0.03% 128
2025
Q1 		$176K Buy
7,988
+23
+0.3% +$535 0.02% 129
2024
Q4 		$185K Buy
7,965
+24
+0.3% +$559 0.02% 122
2024
Q3 		$180K Buy
7,941
+21
+0.3% +$458 0.03% 128
2024
Q2 		$170K Buy
7,920
+363
+5% +$7.5K 0.03% 116
2024
Q1 		$156K Sell
7,557
-1,092
-13% -$21.5K 0.03% 124
2023
Q4 		$146K Hold
8,649
– – 0.04% 114
2023
Q3 		$151K Hold
8,649
– – 0.04% 110
2023
Q2 		$151K Hold
8,649
– – 0.04% 110
2023
Q1 		$139K Sell
8,649
-1,269
-13% -$20K 0.04% 107
2022
Q4 		$149K Buy
9,918
+525
+6% +$7.95K 0.05% 112
2022
Q3 		$140K Hold
9,393
– – 0.05% 111
2022
Q2 		$169K Hold
9,393
– – 0.04% 111
2022
Q1 		$169K Buy
+9,393
New +$166K 0.04% 111

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SCHX Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Schwab US Large- Cap ETF (SCHX) stake by 46% in Q2 2026, selling an estimated $194K and leaving 8,098 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #154.

Beacon Capital Management LLC (Tennessee) first reported a position in SCHX in Q1 2022 and has held it in 18 quarters since. The position peaked at $552K in Q4 2025. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 8,098 shares of Schwab US Large- Cap ETF worth $238K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) sold 6,790 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $194K.
  • Schwab US Large- Cap ETF made up 0.03% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #154 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Schwab US Large- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Schwab US Large- Cap ETF position peaked at $552K in Q4 2025.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.