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Beacon Financial Group’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Financial Group’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 		$312K Hold
10,607
– – 0.03% 313
2026
Q1 		$272K Buy
10,607
+732
+7% +$19.6K 0.03% 302
2025
Q4 		$266K Hold
9,875
– – 0.03% 304
2025
Q3 		$260K Hold
9,875
– – 0.03% 309
2025
Q2 		$241K Hold
9,875
– – 0.03% 310
2025
Q1 		$218K Buy
9,875
+400
+4% +$9.31K 0.02% 320
2024
Q4 		$220K Buy
9,475
+325
+4% +$7.58K 0.02% 313
2024
Q3 		$207K Buy
+9,150
New +$199K 0.02% 314

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 Financial Group's SCHX Position: Q2 2026 in Review

Beacon Financial Group held its Schwab US Large- Cap ETF (SCHX) position steady in Q2 2026 at 10,607 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #313.

Beacon Financial Group first reported a position in SCHX in Q3 2024 and has held it in 8 quarters since. 1,594 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Beacon Financial Group held 10,607 shares of Schwab US Large- Cap ETF worth $312K as of Q2 2026.
  • Beacon Financial Group left its Schwab US Large- Cap ETF share count unchanged in Q2 2026.
  • Schwab US Large- Cap ETF made up 0.03% of Beacon Financial Group's portfolio in Q2 2026, its #313 holding.
  • Beacon Financial Group first reported a position in Schwab US Large- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,594 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.