Beacon Capital Management LLC (Tennessee)’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Buy |
8,011
+23
| +0.3% | +$562 | 0.03% | 128 |
|
|
2025
Q1 | $176K | Buy |
7,988
+23
| +0.3% | +$508 | 0.02% | 129 |
|
|
2024
Q4 | $185K | Buy |
7,965
+24
| +0.3% | +$556 | 0.02% | 122 |
|
|
2024
Q3 | $180K | Buy |
7,941
+21
| +0.3% | +$475 | 0.03% | 128 |
|
|
2024
Q2 | $170K | Buy |
7,920
+363
| +5% | +$7.77K | 0.03% | 116 |
|
|
2024
Q1 | $156K | Sell |
7,557
-1,092
| -13% | -$22.6K | 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% | -$20.5K | 0.04% | 107 |
|
|
2022
Q4 | $149K | Buy |
9,918
+525
| +6% | +$7.9K | 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 | +$169K | 0.04% | 111 |
|