BIAS
SCHB icon

Beacon Investment Advisory Services’s Schwab US Broad Market ETF SCHB Stock Holding History

Beacon Investment Advisory Services’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
2022
Q2 		– Sell
-11,280
Closed -$201K – 300
2022
Q1 		$201K Buy
+11,280
New +$198K 0.01% 288

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Beacon Investment Advisory Services's SCHB Position: Q2 2022 in Review

Beacon Investment Advisory Services sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 11,280 shares — an estimated $201K sold.

Beacon Investment Advisory Services first reported a position in SCHB in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Beacon Investment Advisory Services reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 11,280 Schwab US Broad Market ETF shares in Q2 2022, an estimated $201K.
  • Beacon Investment Advisory Services first reported a position in Schwab US Broad Market ETF in Q1 2022 and held it in 1 quarter.
  • Beacon Investment Advisory Services's Schwab US Broad Market ETF position peaked at $201K in Q1 2022.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2022, filed 21 Jul 2022.