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Beacon Investment Advisory Services’s Schwab US Large- Cap ETF SCHX Stock Holding History

Beacon Investment Advisory Services’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 		$1.06M Sell
36,104
-200
-0.6% -$5.71K 0.04% 136
2026
Q1 		$931K Sell
36,304
-1,162
-3% -$31.2K 0.04% 140
2025
Q4 		$1.01M Buy
37,466
+10,488
+39% +$280K 0.04% 133
2025
Q3 		$711K Buy
26,978
+282
+1% +$7.16K 0.03% 150
2025
Q2 		$652K Buy
26,696
+366
+1% +$8.28K 0.03% 153
2025
Q1 		$581K Buy
26,330
+1,731
+7% +$40.3K 0.03% 155
2024
Q4 		$570K Buy
24,599
+7,358
+43% +$171K 0.02% 160
2024
Q3 		$390K Buy
17,241
+2,928
+20% +$63.8K 0.02% 198
2024
Q2 		$307K Buy
14,313
+1,713
+14% +$35.4K 0.01% 220
2024
Q1 		$261K Sell
12,600
-2,502
-17% -$49.3K 0.01% 235
2023
Q4 		$284K Sell
15,102
-17,262
-53% -$303K 0.01% 229
2023
Q3 		$546K Sell
32,364
-315
-1% -$5.53K 0.03% 186
2023
Q2 		$570K Buy
32,679
+2,814
+9% +$46.5K 0.03% 186
2023
Q1 		$482K Buy
29,865
+5,685
+24% +$89.5K 0.02% 190
2022
Q4 		$364K Sell
24,180
-3
-0% -$45 0.02% 209
2022
Q3 		$341K Sell
24,183
-2,238
-8% -$35.1K 0.02% 219
2022
Q2 		$393K Buy
26,421
+1,200
+5% +$19.4K 0.02% 215
2022
Q1 		$453K Sell
25,221
-1,275
-5% -$22.6K 0.02% 217
2021
Q4 		$503K Buy
26,496
+1,932
+8% +$35.7K 0.02% 215
2021
Q3 		$426K Sell
24,564
-774
-3% -$13.8K 0.02% 221
2021
Q2 		$439K Buy
+25,338
New +$428K 0.02% 220

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LWMT
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BSB
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SWM
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FMP
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RDWM
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