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Beacon Financial Strategies’s Schwab US Broad Market ETF SCHB Stock Holding History

Beacon Financial Strategies’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,453
Closed -$64.3K – 181
2025
Q4 		$64.3K Buy
+2,453
New +$63.9K 0.04% 68

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Beacon Financial Strategies's SCHB Position: Q1 2026 in Review

Beacon Financial Strategies sold out of Schwab US Broad Market ETF (SCHB) in Q1 2026, closing a stake of 2,453 shares — an estimated $64.3K sold.

Beacon Financial Strategies first reported a position in SCHB in Q4 2025 and held it in 1 quarter. The position peaked at $64.3K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Beacon Financial Strategies reported no remaining Schwab US Broad Market ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Strategies sold 2,453 Schwab US Broad Market ETF shares in Q1 2026, an estimated $64.3K.
  • Beacon Financial Strategies first reported a position in Schwab US Broad Market ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Strategies's Schwab US Broad Market ETF position peaked at $64.3K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

Based on Beacon Financial Strategies's 13F filing for Q1 2026, filed 8 Apr 2026.